+3.0%
VIPS vs VOO
+321.7%
-318.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | -3.8% | -2.0% | -1.8% | -2.2% |
| 30D | -16.1% | -1.7% | -14.4% | -15.0% |
| 3M | -8.2% | +4.7% | -13.0% | -11.8% |
| 6M | -20.3% | +12.6% | -32.8% | -27.9% |
| YTD | -25.9% | +11.8% | -37.7% | -32.6% |
| 1Y | -27.0% | +17.5% | -44.6% | -36.3% |
| 3Y | -6.6% | +77.0% | -83.5% | -42.8% |
| 5Y | -4.6% | +82.6% | -87.2% | -42.6% |
| All | +3.0% | +321.7% | -318.7% | -74.8% |
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 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