-42.5%
VITL vs VOO
+80.3%
-122.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | -3.1% | -2.0% | -1.1% | -1.7% |
| 30D | -15.3% | -1.7% | -13.6% | -14.3% |
| 3M | -7.1% | +4.7% | -11.9% | -10.6% |
| 6M | -45.8% | +12.6% | -58.3% | -50.9% |
| YTD | -69.3% | +11.8% | -81.1% | -72.1% |
| 1Y | -79.2% | +17.5% | -96.8% | -81.9% |
| 3Y | -14.3% | +77.0% | -91.3% | -47.1% |
| 5Y | -42.5% | +82.6% | -125.1% | -65.7% |
| All | -42.5% | +80.3% | -122.9% | -65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling