-83.4%
VIOT vs VOO
+193.7%
-277.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.9% | -0.6% | +26.5% | +26.5% |
| 7D | 0.0% | -2.0% | +2.0% | +1.8% |
| 30D | +83.8% | -1.7% | +85.4% | +86.3% |
| 3M | +47.8% | +4.7% | +43.1% | +41.1% |
| 6M | +7.3% | +12.6% | -5.3% | -3.6% |
| YTD | -21.3% | +11.8% | -33.0% | -28.9% |
| 1Y | -56.2% | +17.5% | -73.8% | -62.1% |
| 3Y | +60.3% | +77.0% | -16.7% | -6.6% |
| 5Y | -69.4% | +82.6% | -152.0% | -82.4% |
| All | -83.4% | +193.7% | -277.2% | -93.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling