-47.6%
VIA vs VOO
+17.3%
-64.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.1% |
| 7D | -5.5% | -0.4% | -5.1% | -5.1% |
| 30D | +11.4% | -1.4% | +12.7% | +13.3% |
| 3M | +77.2% | +3.7% | +73.5% | +69.8% |
| 6M | +36.6% | +13.0% | +23.6% | +17.0% |
| YTD | -10.5% | +12.4% | -23.0% | -23.1% |
| All | -47.6% | +17.3% | -64.9% | -54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling