+19.6%
VGSH vs VOO
+317.9%
-298.3%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | 0.0% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +0.5% | -3.3% | +3.8% | +0.4% |
| 3M | +0.2% | -2.4% | +2.6% | +0.2% |
| 6M | +0.7% | +2.6% | -1.9% | +0.7% |
| YTD | +1.2% | +11.3% | -10.0% | +1.4% |
| 1Y | +1.9% | +13.4% | -11.6% | +2.0% |
| 3Y | +12.9% | +80.3% | -67.4% | +13.7% |
| 5Y | +10.5% | +72.7% | -62.2% | +11.2% |
| 10Y | +19.6% | +310.0% | -290.5% | +23.3% |
| All | +19.6% | +317.9% | -298.3% | +23.3% |
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