+1,354.7%
VISN vs VOO
+79.7%
+1,275.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -4.7% |
| 7D | -13.3% | -0.9% | -12.4% | -10.6% |
| 30D | -8.2% | -2.3% | -5.8% | -2.1% |
| 3M | -16.3% | -1.2% | -15.1% | -13.6% |
| 6M | -18.4% | +3.3% | -21.8% | -24.3% |
| YTD | +10.7% | +12.3% | -1.6% | -16.3% |
| 1Y | +14.7% | +12.5% | +2.2% | -13.3% |
| All | +1,354.7% | +79.7% | +1,275.0% | +155.4% |
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