+2.4%
VGVT vs VOO
+23.7%
-21.4%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.2% |
| 7D | -0.6% | -0.9% | +0.4% | -0.5% |
| 30D | +1.4% | -2.3% | +3.7% | +1.5% |
| 3M | -0.6% | -1.2% | +0.6% | -0.6% |
| 6M | -1.1% | +3.3% | -4.5% | -1.3% |
| YTD | -0.9% | +12.3% | -13.2% | -1.5% |
| 1Y | -0.6% | +12.5% | -13.1% | -1.3% |
| All | +2.4% | +23.7% | -21.4% | +2.3% |
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 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