+513.7%
VIAV vs VOO
+812.0%
-298.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.6% | +11.7% | +11.9% |
| 7D | +11.3% | +0.5% | +10.8% | +10.4% |
| 30D | -1.0% | -0.9% | -0.1% | +0.1% |
| 3M | -20.5% | +3.9% | -24.4% | -23.7% |
| 6M | +39.0% | +14.5% | +24.4% | +19.2% |
| YTD | +117.5% | +13.0% | +104.5% | +90.6% |
| 1Y | +233.8% | +19.4% | +214.3% | +173.7% |
| 3Y | +295.4% | +78.9% | +216.5% | +96.1% |
| 5Y | +134.3% | +82.3% | +52.0% | +12.0% |
| 10Y | +398.7% | +314.2% | +84.5% | -27.9% |
| All | +513.7% | +812.0% | -298.3% | -78.9% |
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