-61.0%
VIOT vs VOO
+20.9%
-81.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.4% | -15.8% | -15.7% |
| 7D | +31.0% | +0.1% | +30.9% | +30.6% |
| 30D | +52.0% | +0.1% | +51.9% | +51.6% |
| 3M | +12.9% | +2.0% | +10.9% | +10.4% |
| 6M | -10.7% | +13.0% | -23.8% | -26.4% |
| YTD | -34.0% | +13.6% | -47.6% | -46.3% |
| 1Y | -61.0% | +20.1% | -81.0% | -71.9% |
| All | -61.0% | +20.9% | -81.9% | -71.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling