-77.3%
VLN vs VOO
+87.1%
-164.4%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | 0.0% |
| 7D | -2.9% | -0.4% | -2.5% | -2.5% |
| 30D | +0.6% | -1.4% | +2.0% | +2.5% |
| 3M | -21.9% | +3.7% | -25.6% | -24.4% |
| 6M | +24.4% | +13.0% | +11.4% | +13.8% |
| YTD | +18.3% | +12.4% | +5.9% | +9.5% |
| 1Y | -13.8% | +18.6% | -32.4% | -23.6% |
| 3Y | -32.5% | +78.1% | -110.6% | -57.2% |
| All | -77.3% | +87.1% | -164.4% | -80.3% |
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 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