+149.8%
VFVA vs VOO
+221.5%
-71.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | -2.2% | -0.4% | -1.9% | -1.8% |
| 30D | -0.9% | -1.4% | +0.5% | +0.6% |
| 3M | +8.8% | +3.7% | +5.0% | +4.4% |
| 6M | +16.7% | +13.0% | +3.7% | +2.2% |
| YTD | +21.0% | +12.4% | +8.5% | +6.5% |
| 1Y | +27.1% | +18.6% | +8.5% | +5.7% |
| 3Y | +67.2% | +78.1% | -10.9% | -10.0% |
| 5Y | +80.2% | +82.3% | -2.0% | -5.8% |
| All | +149.8% | +221.5% | -71.7% | -26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling