+25.3%
VLTO vs VOO
+89.2%
-63.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | -0.9% | +0.1% | -0.9% | -0.9% |
| 3M | +13.8% | +2.0% | +11.8% | +12.2% |
| 6M | +2.0% | +13.0% | -11.0% | -6.8% |
| YTD | -3.2% | +13.6% | -16.8% | -11.8% |
| 1Y | -9.2% | +20.1% | -29.2% | -20.7% |
| All | +25.3% | +89.2% | -63.9% | -31.6% |
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