+711.7%
VMI vs VOO
+812.0%
-100.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.0% |
| 7D | +3.3% | +0.5% | +2.8% | +2.8% |
| 30D | -2.0% | -0.9% | -1.1% | -1.1% |
| 3M | -9.6% | +3.9% | -13.5% | -13.0% |
| 6M | +14.4% | +14.5% | -0.1% | -0.4% |
| YTD | +20.6% | +13.0% | +7.6% | +6.7% |
| 1Y | +28.3% | +19.4% | +8.8% | +7.4% |
| 3Y | +105.3% | +78.9% | +26.5% | +14.2% |
| 5Y | +109.3% | +82.3% | +27.0% | +13.2% |
| 10Y | +303.9% | +314.2% | -10.3% | -9.8% |
| All | +711.7% | +812.0% | -100.3% | -33.4% |
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