+106.3%
VMI vs VOO
+82.8%
+23.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.5% |
| 7D | +0.4% | -0.8% | +1.2% | +1.2% |
| 30D | -1.9% | -1.1% | -0.8% | -0.9% |
| 3M | -8.4% | +3.9% | -12.3% | -11.7% |
| 6M | +12.7% | +13.6% | -0.9% | -0.2% |
| YTD | +20.6% | +12.7% | +7.8% | +7.7% |
| 1Y | +25.9% | +17.6% | +8.3% | +8.2% |
| 3Y | +104.3% | +77.3% | +26.9% | +21.4% |
| All | +106.3% | +82.8% | +23.5% | +17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling