+120.7%
VLO vs VOO
+12.1%
+108.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.2% |
| 7D | +9.6% | +2.6% | +7.1% | +10.5% |
| 30D | -17.4% | -2.0% | -15.4% | -18.1% |
| 3M | +10.8% | -2.8% | +13.5% | +9.5% |
| 6M | +56.9% | +2.2% | +54.8% | +59.2% |
| YTD | +136.8% | +11.5% | +125.3% | +152.1% |
| 1Y | +120.7% | +13.5% | +107.2% | +132.0% |
| All | +120.7% | +12.1% | +108.6% | +132.0% |
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