+8.6%
VLT vs VOO
+82.8%
-74.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -0.8% |
| 7D | -1.4% | -0.8% | -0.7% | -1.1% |
| 30D | -3.2% | -1.1% | -2.1% | -2.8% |
| 3M | -4.5% | +3.9% | -8.4% | -6.1% |
| 6M | -2.8% | +13.6% | -16.4% | -8.0% |
| YTD | -7.0% | +12.7% | -19.7% | -11.7% |
| 1Y | -4.0% | +17.6% | -21.6% | -10.6% |
| 3Y | +29.6% | +77.3% | -47.7% | -0.6% |
| All | +8.6% | +82.8% | -74.2% | -19.3% |
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 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