+69.7%
VKQ vs VOO
+802.4%
-732.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -2.1% | -2.0% | -0.1% | -1.7% |
| 30D | -4.4% | -1.7% | -2.7% | -4.1% |
| 3M | -2.9% | +4.7% | -7.7% | -3.8% |
| 6M | -0.7% | +12.6% | -13.3% | -2.9% |
| YTD | +2.1% | +11.8% | -9.7% | 0.0% |
| 1Y | +6.3% | +17.5% | -11.2% | +3.1% |
| 3Y | +29.4% | +77.0% | -47.6% | +15.9% |
| 5Y | -8.3% | +82.6% | -90.9% | -18.8% |
| 10Y | +21.3% | +320.0% | -298.7% | -4.4% |
| All | +69.7% | +802.4% | -732.7% | +29.7% |
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