+235.4%
VGZ vs VOO
+67.9%
+167.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.2% |
| 7D | +10.4% | -2.7% | +13.2% | +12.7% |
| 30D | +4.2% | -5.4% | +9.5% | +8.7% |
| 3M | +35.5% | -4.1% | +39.5% | +40.3% |
| 6M | +22.2% | +0.7% | +21.5% | +22.9% |
| YTD | +39.6% | +8.7% | +30.9% | +34.3% |
| 1Y | +70.8% | +11.0% | +59.8% | +62.5% |
| 3Y | +663.9% | +75.5% | +588.4% | +450.5% |
| All | +235.4% | +67.9% | +167.5% | +147.1% |
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