+53.5%
VISN vs VOO
+446.4%
-392.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.1% |
| 7D | +5.6% | +0.1% | +5.5% | +5.4% |
| 30D | -9.1% | +0.1% | -9.2% | -9.1% |
| 3M | -9.5% | +2.0% | -11.5% | -12.0% |
| 6M | +31.0% | +13.0% | +18.0% | +8.8% |
| YTD | +26.9% | +13.6% | +13.3% | +5.0% |
| 1Y | +41.5% | +20.1% | +21.4% | +7.9% |
| 3Y | +557.3% | +77.6% | +479.8% | +212.4% |
| 5Y | +46.8% | +82.4% | -35.6% | -29.3% |
| 10Y | -23.0% | +316.8% | -339.8% | -85.0% |
| All | +53.5% | +446.4% | -392.9% | -76.3% |
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