+84.6%
VGI vs VOO
+627.5%
-542.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +1.2% | +0.1% | +1.2% | +1.2% |
| 3M | +1.8% | +2.0% | -0.3% | +0.8% |
| 6M | -0.1% | +13.0% | -13.1% | -5.2% |
| YTD | +1.6% | +13.6% | -12.0% | -3.9% |
| 1Y | +3.7% | +20.1% | -16.4% | -4.3% |
| 3Y | +39.2% | +77.6% | -38.4% | +7.4% |
| 5Y | +11.5% | +82.4% | -70.9% | -16.0% |
| 10Y | +45.9% | +316.8% | -271.0% | -23.2% |
| All | +84.6% | +627.5% | -542.9% | -16.4% |
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 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