+3,965.1%
VLO vs VOO
+817.1%
+3,148.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +5.2% | +0.1% | +5.1% | +5.1% |
| 30D | +22.6% | +0.1% | +22.5% | +22.5% |
| 3M | +43.8% | +2.0% | +41.8% | +39.5% |
| 6M | +65.7% | +13.0% | +52.7% | +40.5% |
| YTD | +131.1% | +13.6% | +117.5% | +94.5% |
| 1Y | +143.6% | +20.1% | +123.6% | +91.2% |
| 3Y | +201.4% | +77.6% | +123.8% | +44.1% |
| 5Y | +568.9% | +82.4% | +486.4% | +197.2% |
| 10Y | +891.8% | +316.8% | +575.0% | +46.5% |
| All | +3,965.1% | +817.1% | +3,148.0% | +91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling