-68.5%
VFS vs VOO
+80.5%
-149.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.3% | -6.2% | -5.2% |
| 7D | -6.9% | -0.9% | -6.0% | -6.8% |
| 30D | +1.3% | -2.3% | +3.7% | +1.8% |
| 3M | -1.3% | -1.2% | -0.1% | -1.0% |
| 6M | -24.8% | +3.3% | -28.2% | -25.1% |
| YTD | -7.5% | +12.3% | -19.8% | -9.0% |
| 1Y | -11.3% | +12.5% | -23.8% | -12.8% |
| 3Y | -49.1% | +79.2% | -128.3% | -47.4% |
| 5Y | -68.3% | +75.7% | -144.0% | -67.3% |
| All | -68.5% | +80.5% | -149.0% | -67.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling