+154.5%
VLT vs VOO
+812.0%
-657.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -0.3% | +0.5% | -0.8% | -0.5% |
| 30D | -1.7% | -0.9% | -0.8% | -1.3% |
| 3M | -3.0% | +3.9% | -6.9% | -4.7% |
| 6M | -2.3% | +14.5% | -16.8% | -7.9% |
| YTD | -5.6% | +13.0% | -18.6% | -10.5% |
| 1Y | -2.7% | +19.4% | -22.1% | -10.0% |
| 3Y | +31.4% | +78.9% | -47.5% | +1.2% |
| 5Y | +10.1% | +82.3% | -72.2% | -16.7% |
| 10Y | +66.7% | +314.2% | -247.5% | -9.7% |
| All | +154.5% | +812.0% | -657.5% | +9.8% |
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