+614.6%
VLO vs VOO
+81.6%
+533.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +1.9% |
| 7D | +6.2% | -0.4% | +6.6% | +6.5% |
| 30D | +23.5% | -1.4% | +24.9% | +24.5% |
| 3M | +53.9% | +3.7% | +50.1% | +49.8% |
| 6M | +81.7% | +13.0% | +68.6% | +65.8% |
| YTD | +142.5% | +12.4% | +130.0% | +121.9% |
| 1Y | +145.4% | +18.6% | +126.8% | +115.7% |
| 3Y | +197.3% | +78.1% | +119.3% | +96.1% |
| 5Y | +614.6% | +82.3% | +532.3% | +363.1% |
| All | +614.6% | +81.6% | +533.0% | +363.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling