-11.3%
VITL vs VOO
+77.4%
-88.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -1.0% |
| 7D | -1.8% | -0.8% | -1.0% | -1.4% |
| 30D | -15.5% | -1.1% | -14.4% | -15.0% |
| 3M | -11.5% | +3.9% | -15.3% | -13.7% |
| 6M | -44.7% | +13.6% | -58.4% | -49.4% |
| YTD | -69.5% | +12.7% | -82.2% | -71.9% |
| 1Y | -79.9% | +17.6% | -97.5% | -82.2% |
| 3Y | -11.3% | +77.3% | -88.6% | -43.8% |
| All | -11.3% | +77.4% | -88.7% | -43.8% |
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