+193.3%
VGZ vs VOO
+311.2%
-117.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.1% |
| 7D | -2.6% | +3.3% | -5.9% | -4.6% |
| 30D | +1.9% | -2.7% | +4.6% | +3.7% |
| 3M | +13.8% | -1.7% | +15.5% | +15.4% |
| 6M | +10.5% | +3.1% | +7.3% | +9.2% |
| YTD | +34.0% | +11.9% | +22.1% | +27.2% |
| 1Y | +55.3% | +12.1% | +43.2% | +47.4% |
| 3Y | +780.0% | +78.6% | +701.4% | +542.7% |
| 5Y | +252.0% | +73.8% | +178.2% | +158.2% |
| All | +193.3% | +311.2% | -117.9% | +46.0% |
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