+10.5%
VIPS vs VOO
+309.6%
-299.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.8% | +2.8% |
| 7D | -4.3% | +2.6% | -6.9% | -6.4% |
| 30D | +3.1% | -2.0% | +5.1% | +4.4% |
| 3M | -6.4% | -2.8% | -3.6% | -4.6% |
| 6M | -11.5% | +2.2% | -13.7% | -13.6% |
| YTD | -21.9% | +11.5% | -33.5% | -29.1% |
| 1Y | -29.9% | +13.5% | -43.4% | -37.2% |
| 3Y | +2.8% | +78.1% | -75.3% | -37.5% |
| 5Y | +13.8% | +73.1% | -59.3% | -28.9% |
| All | +10.5% | +309.6% | -299.2% | -73.3% |
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