-15.7%
VGLT vs VOO
+325.3%
-341.0%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | +0.1% |
| 7D | -1.7% | -0.8% | -0.9% | -1.8% |
| 30D | -1.2% | -1.1% | -0.1% | -1.3% |
| 3M | -4.4% | +3.9% | -8.3% | -3.9% |
| 6M | -4.6% | +13.6% | -18.2% | -3.1% |
| YTD | -4.1% | +12.7% | -16.8% | -2.7% |
| 1Y | -5.4% | +17.6% | -23.0% | -3.5% |
| 3Y | +1.2% | +77.3% | -76.2% | +9.6% |
| 5Y | -31.0% | +84.1% | -115.1% | -24.8% |
| All | -15.7% | +325.3% | -341.0% | +17.4% |
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 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