+69.6%
VLT vs VOO
+321.7%
-252.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -1.4% | -2.0% | +0.6% | -0.5% |
| 30D | -2.5% | -1.7% | -0.8% | -1.7% |
| 3M | -4.2% | +4.7% | -8.9% | -6.4% |
| 6M | -2.6% | +12.6% | -15.2% | -8.1% |
| YTD | -6.6% | +11.8% | -18.3% | -11.6% |
| 1Y | -3.7% | +17.5% | -21.3% | -11.2% |
| 3Y | +30.0% | +77.0% | -46.9% | -3.0% |
| 5Y | +9.0% | +82.6% | -73.6% | -20.9% |
| All | +69.6% | +321.7% | -252.1% | -22.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling