+145.2%
VLY vs VOO
+810.0%
-664.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.3% |
| 7D | -1.6% | -0.8% | -0.9% | -0.8% |
| 30D | -7.6% | -1.1% | -6.5% | -6.5% |
| 3M | -3.5% | +3.9% | -7.4% | -7.7% |
| 6M | +17.6% | +13.6% | +4.0% | +1.7% |
| YTD | +20.2% | +12.7% | +7.5% | +4.7% |
| 1Y | +32.8% | +17.6% | +15.2% | +10.6% |
| 3Y | +75.1% | +77.3% | -2.2% | -6.4% |
| 5Y | +41.1% | +84.1% | -43.0% | -27.4% |
| 10Y | +118.6% | +323.5% | -205.0% | -53.9% |
| All | +145.2% | +810.0% | -664.9% | -79.3% |
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 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