+22.2%
VKI vs VOO
+325.3%
-303.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.3% |
| 7D | -1.5% | -0.8% | -0.7% | -1.3% |
| 30D | -4.0% | -1.1% | -2.9% | -3.7% |
| 3M | -6.6% | +3.9% | -10.5% | -7.5% |
| 6M | -5.2% | +13.6% | -18.9% | -8.2% |
| YTD | -1.7% | +12.7% | -14.4% | -4.6% |
| 1Y | +5.6% | +17.6% | -12.0% | +1.3% |
| 3Y | +32.0% | +77.3% | -45.3% | +13.9% |
| 5Y | -8.9% | +84.1% | -93.0% | -22.6% |
| All | +22.2% | +325.3% | -303.1% | -13.6% |
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