+24.5%
VGSH vs VOO
+817.1%
-792.5%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +0.1% | +0.1% | 0.0% | +0.1% |
| 3M | +0.5% | +2.0% | -1.5% | +0.6% |
| 6M | +0.6% | +13.0% | -12.4% | +0.8% |
| YTD | +1.1% | +13.6% | -12.5% | +1.2% |
| 1Y | +2.4% | +20.1% | -17.7% | +2.6% |
| 3Y | +13.2% | +77.6% | -64.3% | +14.1% |
| 5Y | +10.0% | +82.4% | -72.4% | +10.9% |
| 10Y | +19.3% | +316.8% | -297.5% | +22.3% |
| All | +24.5% | +817.1% | -792.5% | +29.6% |
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