-15.7%
VLN vs VOO
+12.1%
-27.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +2.1% |
| 7D | +2.1% | +2.6% | -0.5% | -8.2% |
| 30D | -9.9% | -2.0% | -8.0% | -2.7% |
| 3M | -25.3% | -2.8% | -22.5% | -16.3% |
| 6M | -50.8% | +2.2% | -53.0% | -51.6% |
| YTD | +2.1% | +11.5% | -9.4% | -17.9% |
| 1Y | -15.7% | +13.5% | -29.2% | -35.3% |
| All | -15.7% | +12.1% | -27.8% | -35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling