+57.0%
VEMY vs VOO
+95.8%
-38.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -0.1% | -0.4% | +0.3% | 0.0% |
| 30D | -0.1% | -1.4% | +1.2% | +0.3% |
| 3M | +0.4% | +3.7% | -3.3% | -0.8% |
| 6M | +3.5% | +13.0% | -9.5% | -0.6% |
| YTD | +6.0% | +12.4% | -6.4% | +1.9% |
| 1Y | +11.0% | +18.6% | -7.6% | +4.8% |
| 3Y | +48.7% | +78.1% | -29.4% | +21.3% |
| All | +57.0% | +95.8% | -38.8% | +23.9% |
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