+732.7%
VMC vs VOO
+800.4%
-67.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.2% |
| 7D | -1.3% | +2.6% | -3.8% | -3.8% |
| 30D | +15.5% | -2.0% | +17.4% | +17.7% |
| 3M | +0.6% | -2.8% | +3.4% | +3.4% |
| 6M | +2.1% | +2.2% | -0.1% | -0.5% |
| YTD | -1.6% | +11.5% | -13.1% | -12.5% |
| 1Y | -1.2% | +13.5% | -14.7% | -13.7% |
| 3Y | +35.3% | +78.1% | -42.8% | -27.5% |
| 5Y | +43.6% | +73.1% | -29.5% | -20.6% |
| 10Y | +126.7% | +310.7% | -184.0% | -55.9% |
| All | +732.7% | +800.4% | -67.7% | -40.7% |
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