+85.8%
VIV vs VOO
+309.6%
-223.8%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +5.2% | +2.6% | +2.6% | +3.6% |
| 30D | -2.0% | -2.0% | 0.0% | -0.9% |
| 3M | +7.5% | -2.8% | +10.2% | +9.2% |
| 6M | -10.3% | +2.2% | -12.5% | -11.8% |
| YTD | +8.4% | +11.5% | -3.1% | +1.0% |
| 1Y | -2.6% | +13.5% | -16.1% | -10.2% |
| 3Y | +39.9% | +78.1% | -38.2% | -4.3% |
| 5Y | +83.1% | +73.1% | +9.9% | +26.0% |
| All | +85.8% | +309.6% | -223.8% | -42.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling