+70.4%
VIS vs VOO
+77.8%
-7.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | -0.7% | +0.1% | -0.9% | -0.9% |
| 30D | -6.0% | +0.1% | -6.0% | -6.0% |
| 3M | -2.2% | +2.0% | -4.3% | -4.2% |
| 6M | -0.3% | +13.0% | -13.3% | -11.6% |
| YTD | +13.4% | +13.6% | -0.2% | 0.0% |
| 1Y | +17.0% | +20.1% | -3.1% | -2.2% |
| All | +70.4% | +77.8% | -7.4% | -3.8% |
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 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