-65.1%
VHI vs VOO
+810.0%
-875.1%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.3% |
| 7D | +2.4% | -0.8% | +3.2% | +3.3% |
| 30D | +12.0% | -1.1% | +13.1% | +13.3% |
| 3M | +26.6% | +3.9% | +22.7% | +20.7% |
| 6M | +36.1% | +13.6% | +22.5% | +17.2% |
| YTD | +54.0% | +12.7% | +41.3% | +34.1% |
| 1Y | +10.7% | +17.6% | -6.9% | -8.2% |
| 3Y | +52.6% | +77.3% | -24.7% | -19.8% |
| 5Y | -11.7% | +84.1% | -95.8% | -55.4% |
| 10Y | -22.6% | +323.5% | -346.1% | -86.2% |
| All | -65.1% | +810.0% | -875.1% | -97.7% |
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