-40.2%
VISN vs VOO
+314.4%
-354.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -3.8% |
| 7D | -13.3% | -0.9% | -12.4% | -11.3% |
| 30D | -8.2% | -2.3% | -5.8% | -3.8% |
| 3M | -16.3% | -1.2% | -15.1% | -14.2% |
| 6M | -18.4% | +3.3% | -21.8% | -21.9% |
| YTD | +10.7% | +12.3% | -1.6% | -7.1% |
| 1Y | +14.7% | +12.5% | +2.2% | -3.6% |
| 3Y | +1,275.0% | +79.2% | +1,195.8% | +528.8% |
| 5Y | +102.8% | +75.7% | +27.1% | -0.8% |
| 10Y | -40.2% | +313.7% | -353.9% | -88.3% |
| All | -40.2% | +314.4% | -354.6% | -88.3% |
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 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