-4.3%
VFS vs VOO
+20.1%
-24.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -3.8% | +0.1% | -3.8% | -3.8% |
| 3M | -7.5% | +2.0% | -9.5% | -8.7% |
| 6M | -3.4% | +13.0% | -16.5% | -10.8% |
| YTD | -7.8% | +13.6% | -21.4% | -14.9% |
| All | -4.3% | +20.1% | -24.5% | -16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling