-98.3%
VIP vs VOO
+308.7%
-407.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -4.4% | -6.2% | -5.0% |
| 7D | -23.5% | -4.7% | -18.8% | -18.3% |
| 30D | -30.8% | -5.9% | -24.9% | -24.8% |
| 3M | -53.2% | -4.5% | -48.7% | -50.2% |
| 6M | -13.7% | +1.9% | -15.5% | -14.0% |
| YTD | -31.8% | +8.4% | -40.2% | -36.4% |
| 1Y | -37.7% | +9.5% | -47.1% | -42.0% |
| 3Y | -82.2% | +75.3% | -157.4% | -89.7% |
| 5Y | -99.6% | +67.9% | -167.5% | -99.8% |
| All | -98.3% | +308.7% | -407.0% | -99.3% |
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 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