-48.3%
VFS vs VOO
+78.5%
-126.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | 0.0% |
| 7D | -6.2% | +2.6% | -8.7% | -8.4% |
| 30D | +1.2% | -2.0% | +3.1% | +3.0% |
| 3M | -3.2% | -2.8% | -0.4% | -0.6% |
| 6M | -23.4% | +2.2% | -25.5% | -24.7% |
| YTD | -8.7% | +11.5% | -20.2% | -17.2% |
| 1Y | -9.2% | +13.5% | -22.7% | -19.2% |
| 3Y | -48.3% | +78.1% | -126.4% | -71.6% |
| All | -48.3% | +78.5% | -126.8% | -71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling