+131.8%
VEGA vs VOO
+569.2%
-437.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | +0.7% | +0.5% | +0.1% | +0.4% |
| 30D | -0.3% | -0.9% | +0.6% | +0.2% |
| 3M | +2.7% | +3.9% | -1.2% | +0.6% |
| 6M | +7.7% | +14.5% | -6.8% | +0.2% |
| YTD | +8.3% | +13.0% | -4.7% | +1.4% |
| 1Y | +12.6% | +19.4% | -6.9% | +2.3% |
| 3Y | +48.3% | +78.9% | -30.6% | +8.6% |
| 5Y | +38.6% | +82.3% | -43.7% | -0.2% |
| 10Y | +109.8% | +314.2% | -204.4% | +4.6% |
| All | +131.8% | +569.2% | -437.4% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling