+509.6%
VLU vs VOO
+574.1%
-64.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +0.7% | -0.6% | +1.3% | +1.2% |
| 30D | +1.7% | -3.6% | +5.4% | +4.6% |
| 3M | +0.3% | -2.7% | +3.1% | +2.4% |
| 6M | +7.5% | +2.2% | +5.2% | +5.4% |
| YTD | +19.3% | +10.9% | +8.4% | +9.8% |
| 1Y | +22.4% | +11.3% | +11.1% | +12.3% |
| 3Y | +80.7% | +76.9% | +3.8% | +15.8% |
| 5Y | +77.9% | +73.5% | +4.4% | +15.1% |
| 10Y | +266.0% | +307.7% | -41.7% | +48.6% |
| All | +509.6% | +574.1% | -64.5% | +119.5% |
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 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