+53.9%
VLTO vs VOO
+85.4%
-31.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | -0.5% |
| 7D | +2.0% | +0.1% | +2.0% | +1.9% |
| 30D | +21.8% | -3.3% | +25.1% | +23.9% |
| 3M | +20.2% | -2.4% | +22.6% | +21.6% |
| 6M | +36.3% | +2.6% | +33.7% | +33.0% |
| YTD | +18.8% | +11.3% | +7.6% | +9.2% |
| 1Y | +20.4% | +13.4% | +7.0% | +9.1% |
| 3Y | +71.9% | +80.3% | -8.4% | -2.4% |
| All | +53.9% | +85.4% | -31.5% | -15.3% |
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 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