+2.6%
VGVT vs VOO
+19.8%
-17.2%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | +0.3% | -2.7% | +3.0% | +0.4% |
| 30D | +2.2% | -5.4% | +7.6% | +2.5% |
| 3M | -0.6% | -4.1% | +3.5% | -0.4% |
| 6M | -1.1% | +0.7% | -1.8% | -1.2% |
| YTD | -0.7% | +8.7% | -9.4% | -1.2% |
| 1Y | -0.2% | +11.0% | -11.2% | -0.7% |
| All | +2.6% | +19.8% | -17.2% | +2.6% |
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 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