-22.5%
VIA vs VOO
+14.7%
-37.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.6% | +5.9% | +5.7% |
| 7D | +7.7% | -0.7% | +8.4% | +8.5% |
| 30D | +26.9% | -1.1% | +28.0% | +28.4% |
| 3M | +78.9% | -0.3% | +79.3% | +79.5% |
| 6M | +132.8% | +7.4% | +125.4% | +112.1% |
| YTD | +35.1% | +13.4% | +21.8% | +12.8% |
| 1Y | -22.5% | +14.8% | -37.3% | -37.0% |
| All | -22.5% | +14.7% | -37.2% | -37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling