+163.6%
VGZ vs VOO
+317.9%
-154.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | +1.1% |
| 7D | +14.2% | +0.1% | +14.1% | +14.1% |
| 30D | +6.4% | -3.3% | +9.7% | +8.8% |
| 3M | +33.6% | -2.4% | +36.0% | +36.1% |
| 6M | +25.3% | +2.6% | +22.7% | +24.3% |
| YTD | +43.1% | +11.3% | +31.9% | +36.4% |
| 1Y | +70.9% | +13.4% | +57.5% | +61.3% |
| 3Y | +809.7% | +80.3% | +729.4% | +561.1% |
| 5Y | +252.5% | +72.7% | +179.8% | +159.6% |
| 10Y | +163.6% | +310.0% | -146.5% | +28.3% |
| All | +163.6% | +317.9% | -154.3% | +28.3% |
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