+109.3%
VGZ vs VOO
+316.2%
-206.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.6% |
| 7D | +1.4% | +0.1% | +1.2% | +1.3% |
| 30D | +12.6% | +0.1% | +12.5% | +12.6% |
| 3M | -5.1% | +2.0% | -7.1% | -5.9% |
| 6M | -13.5% | +13.0% | -26.5% | -18.9% |
| YTD | +13.7% | +13.6% | +0.1% | +6.6% |
| 1Y | +67.2% | +20.1% | +47.1% | +52.3% |
| 3Y | +357.1% | +77.6% | +279.6% | +232.2% |
| 5Y | +163.5% | +82.4% | +81.1% | +86.7% |
| All | +109.3% | +316.2% | -206.8% | -2.4% |
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