+15.8%
VGZ vs VOO
+775.2%
-759.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.1% | +3.5% |
| 7D | +5.0% | -4.7% | +9.8% | +8.3% |
| 30D | +1.1% | -5.9% | +7.0% | +5.1% |
| 3M | +36.2% | -4.5% | +40.7% | +40.6% |
| 6M | +28.4% | +1.9% | +26.6% | +28.1% |
| YTD | +37.6% | +8.4% | +29.2% | +33.1% |
| 1Y | +77.1% | +9.5% | +67.7% | +70.6% |
| 3Y | +632.4% | +75.3% | +557.2% | +433.4% |
| 5Y | +238.8% | +67.9% | +170.9% | +150.6% |
| 10Y | +158.1% | +314.4% | -156.3% | +12.4% |
| All | +15.8% | +775.2% | -759.4% | -77.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling