+166.9%
VIOO vs VOO
+321.7%
-154.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | -2.4% | -2.0% | -0.4% | -0.3% |
| 30D | -4.7% | -1.7% | -3.0% | -3.0% |
| 3M | +2.2% | +4.7% | -2.6% | -2.8% |
| 6M | +13.9% | +12.6% | +1.3% | +0.2% |
| YTD | +18.2% | +11.8% | +6.4% | +4.8% |
| 1Y | +21.9% | +17.5% | +4.4% | +2.6% |
| 3Y | +52.2% | +77.0% | -24.8% | -17.0% |
| 5Y | +40.2% | +82.6% | -42.4% | -26.2% |
| All | +166.9% | +321.7% | -154.8% | -44.9% |
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 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