-81.1%
VIP vs VOO
+83.0%
-164.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.6% | -5.9% | -7.8% |
| 7D | -15.0% | -0.7% | -14.3% | -13.8% |
| 30D | -25.7% | -1.1% | -24.6% | -23.9% |
| 3M | -48.2% | -0.3% | -47.8% | -47.9% |
| 6M | -3.4% | +7.4% | -10.8% | -16.0% |
| YTD | -23.6% | +13.4% | -37.0% | -40.0% |
| 1Y | -30.7% | +14.8% | -45.5% | -46.1% |
| All | -81.1% | +83.0% | -164.1% | -93.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling