+192.7%
VLO vs VOO
+79.1%
+113.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.8% | +3.6% |
| 7D | +5.8% | +0.5% | +5.2% | +5.4% |
| 30D | +28.3% | -0.9% | +29.3% | +29.0% |
| 3M | +48.7% | +3.9% | +44.8% | +44.9% |
| 6M | +71.9% | +14.5% | +57.4% | +55.4% |
| YTD | +138.7% | +13.0% | +125.7% | +117.9% |
| 1Y | +148.5% | +19.4% | +129.0% | +115.9% |
| 3Y | +192.7% | +78.9% | +113.8% | +82.5% |
| All | +192.7% | +79.1% | +113.5% | +82.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling