+622.2%
VIS vs VOO
+777.9%
-155.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.2% |
| 7D | -2.6% | -2.7% | +0.1% | +0.2% |
| 30D | -3.0% | -5.4% | +2.4% | +2.7% |
| 3M | -11.9% | -4.1% | -7.8% | -8.1% |
| 6M | -9.1% | +0.7% | -9.9% | -9.9% |
| YTD | +5.4% | +8.7% | -3.3% | -3.4% |
| 1Y | +7.2% | +11.0% | -3.8% | -3.8% |
| 3Y | +67.1% | +75.5% | -8.4% | -7.4% |
| 5Y | +61.7% | +68.4% | -6.6% | -7.0% |
| 10Y | +238.0% | +315.7% | -77.7% | -27.8% |
| All | +622.2% | +777.9% | -155.7% | -36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling