+14.1%
VETZ vs VOO
+75.5%
-61.4%
-5.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | -0.9% | -0.8% | -0.1% | -0.8% |
| 30D | -0.9% | -1.1% | +0.2% | -0.8% |
| 3M | -1.8% | +3.9% | -5.7% | -2.0% |
| 6M | -1.5% | +13.6% | -15.2% | -2.3% |
| YTD | -0.7% | +12.7% | -13.4% | -1.4% |
| 1Y | +0.8% | +17.6% | -16.7% | -0.1% |
| 3Y | +14.3% | +77.3% | -63.0% | +6.3% |
| All | +14.1% | +75.5% | -61.4% | +6.1% |
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