-82.9%
VIOT vs VOO
+196.2%
-279.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +2.2% |
| 7D | +22.8% | -0.8% | +23.6% | +23.6% |
| 30D | +97.2% | -1.1% | +98.3% | +98.8% |
| 3M | +50.5% | +3.9% | +46.6% | +44.8% |
| 6M | +10.5% | +13.6% | -3.2% | -1.6% |
| YTD | -19.0% | +12.7% | -31.7% | -27.3% |
| 1Y | -58.1% | +17.6% | -75.7% | -63.8% |
| 3Y | +49.0% | +77.3% | -28.3% | -13.4% |
| 5Y | -68.6% | +84.1% | -152.7% | -82.0% |
| All | -82.9% | +196.2% | -279.2% | -93.1% |
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