-99.8%
VIP vs VOO
+82.6%
-182.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.5% |
| 7D | +5.6% | +0.1% | +5.5% | +5.4% |
| 30D | -12.5% | +0.1% | -12.6% | -12.5% |
| 3M | +13.9% | +2.0% | +11.8% | +10.5% |
| 6M | +42.1% | +13.0% | +29.1% | +10.5% |
| YTD | +27.7% | +13.6% | +14.1% | -0.6% |
| 1Y | +67.3% | +20.1% | +47.2% | +19.7% |
| 3Y | -58.2% | +77.6% | -135.7% | -87.0% |
| All | -99.8% | +82.6% | -182.4% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling