-3.9%
VNAM vs VOO
+72.4%
-76.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.2% |
| 7D | +0.7% | +2.6% | -1.8% | -0.4% |
| 30D | +5.0% | -2.0% | +7.0% | +5.9% |
| 3M | +0.6% | -2.8% | +3.3% | +1.7% |
| 6M | -6.9% | +2.2% | -9.1% | -8.0% |
| YTD | -3.5% | +11.5% | -15.0% | -8.3% |
| 1Y | +9.3% | +13.5% | -4.2% | +3.1% |
| 3Y | +53.5% | +78.1% | -24.6% | +23.8% |
| All | -3.9% | +72.4% | -76.3% | -20.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling