-1.0%
VNAM vs VOO
+73.8%
-74.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.3% |
| 7D | +0.2% | -0.4% | +0.5% | +0.3% |
| 30D | +3.6% | -1.4% | +5.0% | +4.3% |
| 3M | +3.5% | +3.7% | -0.2% | +1.8% |
| 6M | +8.6% | +13.0% | -4.4% | +2.7% |
| YTD | -0.6% | +12.4% | -13.1% | -5.8% |
| 1Y | +12.5% | +18.6% | -6.1% | +4.1% |
| 3Y | +35.3% | +78.1% | -42.7% | +9.0% |
| All | -1.0% | +73.8% | -74.8% | -18.2% |
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