+28.7%
VGSR vs VOO
+72.0%
-43.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +0.8% | +2.6% | -1.8% | -0.5% |
| 30D | +5.5% | -2.0% | +7.5% | +6.5% |
| 3M | -2.9% | -2.8% | -0.1% | -1.6% |
| 6M | +0.9% | +2.2% | -1.3% | -0.5% |
| YTD | +10.0% | +11.5% | -1.5% | +3.5% |
| 1Y | +10.8% | +13.5% | -2.7% | +3.2% |
| All | +28.7% | +72.0% | -43.3% | -14.2% |
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