+268.9%
VLU vs VOO
+314.4%
-45.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.3% |
| 7D | -0.4% | -0.9% | +0.5% | +0.4% |
| 30D | +2.3% | -2.3% | +4.6% | +4.3% |
| 3M | +1.2% | -1.2% | +2.3% | +2.1% |
| 6M | +8.6% | +3.3% | +5.3% | +5.2% |
| YTD | +20.3% | +12.3% | +8.0% | +8.1% |
| 1Y | +22.6% | +12.5% | +10.1% | +10.0% |
| 3Y | +82.2% | +79.2% | +3.0% | +7.2% |
| 5Y | +79.0% | +75.7% | +3.3% | +6.6% |
| 10Y | +268.9% | +313.7% | -44.8% | +9.5% |
| All | +268.9% | +314.4% | -45.5% | +9.5% |
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