-68.6%
VFS vs VOO
+74.6%
-143.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.9% |
| 7D | -5.0% | +3.3% | -8.2% | -5.6% |
| 30D | +1.0% | -2.7% | +3.7% | +1.6% |
| 3M | -1.9% | -1.7% | -0.2% | -1.5% |
| 6M | -25.0% | +3.1% | -28.1% | -25.3% |
| YTD | -8.4% | +11.9% | -20.3% | -9.9% |
| 1Y | -11.8% | +12.1% | -23.9% | -13.2% |
| 3Y | -49.6% | +78.6% | -128.2% | -47.8% |
| 5Y | -68.6% | +73.8% | -142.4% | -67.5% |
| All | -68.6% | +74.6% | -143.2% | -67.5% |
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