+70.7%
VMO vs VOO
+802.4%
-731.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -1.4% | -2.0% | +0.6% | -1.0% |
| 30D | -4.6% | -1.7% | -2.9% | -4.3% |
| 3M | -1.9% | +4.7% | -6.7% | -2.9% |
| 6M | -1.6% | +12.6% | -14.2% | -4.0% |
| YTD | +2.5% | +11.8% | -9.2% | +0.2% |
| 1Y | +6.6% | +17.5% | -11.0% | +3.1% |
| 3Y | +30.0% | +77.0% | -47.0% | +15.4% |
| 5Y | -8.7% | +82.6% | -91.3% | -19.9% |
| 10Y | +15.4% | +320.0% | -304.6% | -11.4% |
| All | +70.7% | +802.4% | -731.7% | +24.8% |
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