+56.2%
VEMY vs VOO
+96.3%
-40.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.3% |
| 7D | -0.9% | -0.8% | -0.1% | -0.6% |
| 30D | -0.7% | -1.1% | +0.4% | -0.3% |
| 3M | -0.7% | +3.9% | -4.6% | -2.0% |
| 6M | +3.0% | +13.6% | -10.6% | -1.2% |
| YTD | +5.4% | +12.7% | -7.3% | +1.3% |
| 1Y | +9.5% | +17.6% | -8.0% | +3.8% |
| 3Y | +47.8% | +77.3% | -29.5% | +20.8% |
| All | +56.2% | +96.3% | -40.1% | +23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling