-20.8%
VINP vs VOO
+119.0%
-139.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.7% |
| 7D | -5.2% | -0.4% | -4.8% | -4.8% |
| 30D | -4.5% | -1.4% | -3.1% | -3.3% |
| 3M | -1.3% | +3.7% | -5.0% | -4.6% |
| 6M | -11.0% | +13.0% | -24.0% | -20.3% |
| YTD | -24.2% | +12.4% | -36.7% | -31.7% |
| 1Y | +0.9% | +18.6% | -17.7% | -13.4% |
| 3Y | +10.7% | +78.1% | -67.3% | -34.7% |
| 5Y | -4.2% | +82.3% | -86.4% | -45.5% |
| All | -20.8% | +119.0% | -139.7% | -65.7% |
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 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