+134.7%
VLT vs VOO
+800.4%
-665.8%
-42.0%
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% | +0.2% |
| 7D | -1.1% | +2.6% | -3.7% | -2.2% |
| 30D | +0.9% | -2.0% | +2.9% | +1.7% |
| 3M | -9.6% | -2.8% | -6.9% | -8.6% |
| 6M | -10.6% | +2.2% | -12.7% | -11.5% |
| YTD | -13.0% | +11.5% | -24.5% | -17.1% |
| 1Y | -11.7% | +13.5% | -25.2% | -16.6% |
| 3Y | +24.3% | +78.1% | -53.8% | -4.2% |
| 5Y | +1.0% | +73.1% | -72.2% | -22.0% |
| 10Y | +67.1% | +310.7% | -243.6% | -9.1% |
| All | +134.7% | +800.4% | -665.8% | +1.8% |
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