+497.9%
VIOV vs VOO
+812.0%
-314.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | +0.8% | +0.5% | +0.3% | +0.2% |
| 30D | -2.2% | -0.9% | -1.3% | -1.3% |
| 3M | +4.2% | +3.9% | +0.3% | +0.1% |
| 6M | +15.4% | +14.5% | +0.8% | +0.1% |
| YTD | +20.5% | +13.0% | +7.6% | +6.1% |
| 1Y | +24.6% | +19.4% | +5.2% | +3.8% |
| 3Y | +56.0% | +78.9% | -22.9% | -13.8% |
| 5Y | +48.4% | +82.3% | -33.9% | -19.9% |
| 10Y | +156.8% | +314.2% | -157.4% | -38.4% |
| All | +497.9% | +812.0% | -314.1% | -31.2% |
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