+174.9%
VIOG vs VOO
+315.3%
-140.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.9% |
| 7D | -1.0% | -0.4% | -0.7% | -0.7% |
| 30D | -4.9% | -1.4% | -3.5% | -3.4% |
| 3M | +2.2% | +3.7% | -1.6% | -1.9% |
| 6M | +14.3% | +13.0% | +1.2% | 0.0% |
| YTD | +19.0% | +12.4% | +6.6% | +4.7% |
| 1Y | +20.4% | +18.6% | +1.8% | 0.0% |
| 3Y | +52.2% | +78.1% | -25.8% | -18.6% |
| 5Y | +31.8% | +82.3% | -50.5% | -31.1% |
| 10Y | +174.9% | +322.5% | -147.7% | -43.4% |
| All | +174.9% | +315.3% | -140.5% | -43.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling