+49.8%
VIV vs VOO
+817.1%
-767.3%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.6% | -1.7% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | -4.1% | +0.1% | -4.1% | -4.1% |
| 3M | -10.5% | +2.0% | -12.5% | -11.9% |
| 6M | -24.9% | +13.0% | -38.0% | -31.4% |
| YTD | +4.1% | +13.6% | -9.5% | -5.3% |
| 1Y | +0.1% | +20.1% | -20.0% | -12.6% |
| 3Y | +64.2% | +77.6% | -13.4% | +5.1% |
| 5Y | +95.9% | +82.4% | +13.4% | +20.0% |
| 10Y | +49.7% | +316.8% | -267.2% | -58.0% |
| All | +49.8% | +817.1% | -767.3% | -77.2% |
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