+39.9%
VISN vs VOO
+436.4%
-396.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.4% | +6.4% | +6.6% |
| 7D | +6.1% | +2.6% | +3.6% | +2.0% |
| 30D | -1.2% | -2.0% | +0.8% | +2.6% |
| 3M | -9.9% | -2.8% | -7.1% | -5.4% |
| 6M | -11.1% | +2.2% | -13.3% | -13.2% |
| YTD | +15.6% | +11.5% | +4.1% | -1.0% |
| 1Y | +25.3% | +13.5% | +11.8% | +4.8% |
| 3Y | +1,419.2% | +78.1% | +1,341.1% | +630.0% |
| 5Y | +107.0% | +73.1% | +33.8% | +7.6% |
| 10Y | -37.5% | +310.7% | -348.3% | -87.5% |
| All | +39.9% | +436.4% | -396.6% | -77.6% |
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