-6.3%
VIPS vs VOO
+77.0%
-83.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.7% |
| 7D | -3.9% | -0.4% | -3.6% | -3.7% |
| 30D | -18.8% | -1.4% | -17.4% | -18.1% |
| 3M | -7.8% | +3.7% | -11.5% | -10.3% |
| 6M | -19.9% | +13.0% | -33.0% | -26.7% |
| YTD | -26.3% | +12.4% | -38.8% | -32.3% |
| 1Y | -26.3% | +18.6% | -44.9% | -34.6% |
| All | -6.3% | +77.0% | -83.2% | -42.9% |
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 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