+154.1%
VEGI vs VOO
+650.5%
-496.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +5.2% | +0.1% | +5.1% | +5.1% |
| 30D | +10.3% | +0.1% | +10.2% | +10.1% |
| 3M | +10.3% | +2.0% | +8.3% | +8.3% |
| 6M | +8.5% | +13.0% | -4.5% | -1.8% |
| YTD | +28.1% | +13.6% | +14.6% | +15.4% |
| 1Y | +25.4% | +20.1% | +5.3% | +7.9% |
| 3Y | +30.5% | +77.6% | -47.1% | -19.0% |
| 5Y | +35.5% | +82.4% | -47.0% | -18.8% |
| 10Y | +145.0% | +316.8% | -171.8% | -26.3% |
| All | +154.1% | +650.5% | -496.5% | -55.9% |
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