+154.7%
VGK vs VOO
+315.3%
-160.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -0.8% | -0.4% | -0.5% | -0.5% |
| 30D | -2.2% | -1.4% | -0.8% | -1.1% |
| 3M | +4.0% | +3.7% | +0.3% | +0.9% |
| 6M | +8.5% | +13.0% | -4.5% | -2.0% |
| YTD | +9.9% | +12.4% | -2.6% | -0.3% |
| 1Y | +17.7% | +18.6% | -0.9% | +2.1% |
| 3Y | +66.4% | +78.1% | -11.6% | +1.1% |
| 5Y | +54.0% | +82.3% | -28.3% | -8.9% |
| 10Y | +154.7% | +322.5% | -167.8% | -28.1% |
| All | +154.7% | +315.3% | -160.6% | -28.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling