+252.5%
VGZ vs VOO
+72.0%
+180.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | +0.7% |
| 7D | +14.2% | +0.1% | +14.1% | +14.0% |
| 30D | +6.4% | -3.3% | +9.7% | +9.2% |
| 3M | +33.6% | -2.4% | +36.0% | +36.6% |
| 6M | +25.3% | +2.6% | +22.7% | +24.2% |
| YTD | +43.1% | +11.3% | +31.9% | +35.2% |
| 1Y | +70.9% | +13.4% | +57.5% | +59.9% |
| 3Y | +809.7% | +80.3% | +729.4% | +542.8% |
| 5Y | +252.5% | +72.7% | +179.8% | +155.4% |
| All | +252.5% | +72.0% | +180.5% | +155.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling