+77.9%
VLYPO vs VOO
+211.4%
-133.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | +0.3% | -0.8% | +1.1% | +0.6% |
| 30D | +1.0% | -1.1% | +2.1% | +1.4% |
| 3M | +2.3% | +3.9% | -1.6% | +0.7% |
| 6M | +3.5% | +13.6% | -10.2% | -1.8% |
| YTD | +2.6% | +12.7% | -10.1% | -2.4% |
| 1Y | +6.3% | +17.6% | -11.3% | -0.6% |
| 3Y | +35.7% | +77.3% | -41.6% | +5.5% |
| 5Y | +44.1% | +84.1% | -40.0% | +9.0% |
| All | +77.9% | +211.4% | -133.5% | +4.4% |
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