+29.8%
VMD vs VOO
+188.6%
-158.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +1.1% | +3.3% | -2.2% | -1.2% |
| 30D | -5.2% | -2.7% | -2.5% | -3.1% |
| 3M | -1.6% | -1.7% | +0.1% | -0.2% |
| 6M | -2.7% | +3.1% | -5.8% | -5.0% |
| YTD | +22.6% | +11.9% | +10.7% | +12.6% |
| 1Y | +39.1% | +12.1% | +27.0% | +27.6% |
| 3Y | +27.6% | +78.6% | -51.0% | -16.8% |
| 5Y | +60.1% | +73.8% | -13.7% | +6.5% |
| All | +29.8% | +188.6% | -158.8% | -36.6% |
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