+596.4%
VIG vs VOO
+807.8%
-211.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.1% |
| 7D | -1.2% | -0.4% | -0.8% | -0.9% |
| 30D | -2.8% | -1.4% | -1.5% | -1.7% |
| 3M | +2.5% | +3.7% | -1.3% | -0.9% |
| 6M | +8.1% | +13.0% | -4.9% | -3.0% |
| YTD | +9.6% | +12.4% | -2.9% | -1.3% |
| 1Y | +14.2% | +18.6% | -4.4% | -1.9% |
| 3Y | +56.1% | +78.1% | -21.9% | -6.6% |
| 5Y | +62.8% | +82.3% | -19.4% | -5.3% |
| 10Y | +248.2% | +322.5% | -74.3% | -5.3% |
| All | +596.4% | +807.8% | -211.5% | -5.1% |
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