+6.6%
VGUS vs VOO
+28.2%
-21.6%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | 0.0% | -3.3% | +3.3% | 0.0% |
| 3M | +0.6% | -2.4% | +3.0% | +0.6% |
| 6M | +1.5% | +2.6% | -1.1% | +1.5% |
| YTD | +2.7% | +11.3% | -8.5% | +2.8% |
| 1Y | +3.3% | +13.4% | -10.1% | +3.4% |
| All | +6.6% | +28.2% | -21.6% | +6.8% |
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