+138.1%
VIGI vs VOO
+360.6%
-222.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.9% |
| 7D | -1.5% | -0.4% | -1.2% | -1.2% |
| 30D | -2.6% | -1.4% | -1.2% | -1.6% |
| 3M | +4.3% | +3.7% | +0.6% | +1.4% |
| 6M | +6.7% | +13.0% | -6.3% | -2.7% |
| YTD | +7.0% | +12.4% | -5.4% | -2.0% |
| 1Y | +9.9% | +18.6% | -8.7% | -3.4% |
| 3Y | +39.3% | +78.1% | -38.8% | -10.8% |
| 5Y | +23.2% | +82.3% | -59.1% | -23.2% |
| 10Y | +117.6% | +322.5% | -204.9% | -35.5% |
| All | +138.1% | +360.6% | -222.6% | -35.4% |
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