+247.6%
VIS vs VOO
+314.0%
-66.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | +1.4% | +0.5% | +0.9% | +0.9% |
| 30D | -6.0% | -0.9% | -5.0% | -5.1% |
| 3M | -0.8% | +3.9% | -4.7% | -4.5% |
| 6M | +3.3% | +14.5% | -11.2% | -9.8% |
| YTD | +13.0% | +13.0% | 0.0% | 0.0% |
| 1Y | +16.6% | +19.4% | -2.8% | -2.4% |
| 3Y | +71.8% | +78.9% | -7.0% | -4.5% |
| 5Y | +82.2% | +82.3% | -0.1% | -1.2% |
| 10Y | +247.6% | +314.2% | -66.6% | -21.8% |
| All | +247.6% | +314.0% | -66.4% | -21.8% |
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