-71.4%
VITL vs VOO
+156.3%
-227.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.0% |
| 7D | -1.3% | +0.5% | -1.8% | -1.7% |
| 30D | -17.6% | -0.9% | -16.7% | -17.1% |
| 3M | +0.2% | +3.9% | -3.7% | -3.0% |
| 6M | -49.3% | +14.5% | -63.9% | -54.7% |
| YTD | -68.4% | +13.0% | -81.4% | -71.5% |
| 1Y | -78.7% | +19.4% | -98.1% | -81.7% |
| 3Y | -11.8% | +78.9% | -90.7% | -45.5% |
| 5Y | -39.4% | +82.3% | -121.7% | -63.0% |
| All | -71.4% | +156.3% | -227.7% | -89.9% |
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