+28.8%
VGSR vs VOO
+72.7%
-43.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | +0.1% | +3.3% | -3.1% | -1.4% |
| 30D | +4.8% | -2.7% | +7.5% | +6.2% |
| 3M | -2.0% | -1.7% | -0.3% | -1.3% |
| 6M | +0.8% | +3.1% | -2.3% | -1.0% |
| YTD | +10.1% | +11.9% | -1.9% | +3.4% |
| 1Y | +9.5% | +12.1% | -2.5% | +2.8% |
| All | +28.8% | +72.7% | -43.9% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling