+75.5%
VGM vs VOO
+802.4%
-726.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -2.2% | -2.0% | -0.2% | -1.8% |
| 30D | -4.9% | -1.7% | -3.2% | -4.6% |
| 3M | -1.1% | +4.7% | -5.9% | -2.0% |
| 6M | -1.4% | +12.6% | -13.9% | -3.5% |
| YTD | -0.1% | +11.8% | -11.9% | -2.2% |
| 1Y | +6.3% | +17.5% | -11.2% | +3.1% |
| 3Y | +32.9% | +77.0% | -44.1% | +19.2% |
| 5Y | -6.0% | +82.6% | -88.5% | -16.5% |
| 10Y | +23.8% | +320.0% | -296.2% | -2.4% |
| All | +75.5% | +802.4% | -726.8% | +33.4% |
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