-92.4%
VIVO vs VOO
+82.8%
-175.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -1.5% |
| 7D | +2.6% | -0.8% | +3.3% | +3.2% |
| 30D | -5.5% | -1.1% | -4.4% | -4.4% |
| 3M | -16.0% | +3.9% | -19.9% | -18.0% |
| 6M | +103.6% | +13.6% | +89.9% | +88.4% |
| YTD | +76.2% | +12.7% | +63.5% | +65.1% |
| 1Y | -20.2% | +17.6% | -37.8% | -26.9% |
| 3Y | -18.2% | +77.3% | -95.6% | -39.5% |
| All | -92.4% | +82.8% | -175.2% | -94.3% |
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