+192.1%
VLGEA vs VOO
+802.4%
-610.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | -1.1% | -2.0% | +0.8% | 0.0% |
| 30D | +3.4% | -1.7% | +5.0% | +4.4% |
| 3M | +4.9% | +4.7% | +0.2% | +1.9% |
| 6M | +8.7% | +12.6% | -3.9% | +0.8% |
| YTD | +23.3% | +11.8% | +11.5% | +14.5% |
| 1Y | +18.7% | +17.5% | +1.2% | +6.7% |
| 3Y | +110.9% | +77.0% | +34.0% | +44.8% |
| 5Y | +139.3% | +82.6% | +56.8% | +58.0% |
| 10Y | +104.7% | +320.0% | -215.3% | -36.0% |
| All | +192.1% | +802.4% | -610.3% | -63.1% |
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