-97.7%
VNCE vs VOO
+429.8%
-527.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.4% |
| 7D | +0.2% | +0.5% | -0.4% | -0.6% |
| 30D | -3.7% | -0.9% | -2.8% | -2.2% |
| 3M | +39.4% | +3.9% | +35.5% | +32.4% |
| 6M | +142.9% | +14.5% | +128.4% | +103.9% |
| YTD | +59.6% | +13.0% | +46.6% | +37.0% |
| 1Y | +339.9% | +19.4% | +320.4% | +253.4% |
| 3Y | +205.6% | +78.9% | +126.8% | +42.8% |
| 5Y | -0.5% | +82.3% | -82.7% | -57.8% |
| 10Y | -90.0% | +314.2% | -404.2% | -98.8% |
| All | -97.7% | +429.8% | -527.5% | -99.8% |
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