+511.7%
VLU vs VOO
+580.4%
-68.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.2% |
| 7D | +2.3% | +3.3% | -1.0% | -0.2% |
| 30D | +1.6% | -2.7% | +4.3% | +3.7% |
| 3M | +0.5% | -1.7% | +2.3% | +1.8% |
| 6M | +8.0% | +3.1% | +4.8% | +5.2% |
| YTD | +19.7% | +11.9% | +7.8% | +9.4% |
| 1Y | +21.8% | +12.1% | +9.7% | +11.2% |
| 3Y | +81.3% | +78.6% | +2.7% | +15.3% |
| 5Y | +77.6% | +73.8% | +3.8% | +14.8% |
| 10Y | +267.2% | +312.3% | -45.1% | +47.9% |
| All | +511.7% | +580.4% | -68.7% | +118.7% |
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