+27.4%
VIOO vs VOO
+72.6%
-45.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +2.2% | +2.6% | -0.4% | -0.4% |
| 30D | +4.0% | -2.0% | +6.0% | +6.1% |
| 3M | -5.7% | -2.8% | -3.0% | -3.1% |
| 6M | +4.7% | +2.2% | +2.5% | +2.2% |
| YTD | +18.0% | +11.5% | +6.4% | +5.1% |
| 1Y | +21.9% | +13.5% | +8.4% | +6.7% |
| 3Y | +61.2% | +78.1% | -16.9% | -10.5% |
| All | +27.4% | +72.6% | -45.2% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling