-7.8%
VIPS vs VOO
+81.6%
-89.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.5% |
| 7D | -3.9% | -0.4% | -3.6% | -3.6% |
| 30D | -18.8% | -1.4% | -17.4% | -17.8% |
| 3M | -7.8% | +3.7% | -11.5% | -11.3% |
| 6M | -19.9% | +13.0% | -33.0% | -29.4% |
| YTD | -26.3% | +12.4% | -38.8% | -34.7% |
| 1Y | -26.3% | +18.6% | -44.9% | -38.0% |
| 3Y | -7.1% | +78.1% | -85.1% | -51.5% |
| 5Y | -7.8% | +82.3% | -90.1% | -52.0% |
| All | -7.8% | +81.6% | -89.4% | -52.0% |
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