+21.1%
VNM vs VOO
+77.4%
-56.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -3.4% |
| 7D | -3.6% | -0.8% | -2.9% | -3.1% |
| 30D | -1.7% | -1.1% | -0.6% | -0.9% |
| 3M | -3.0% | +3.9% | -6.9% | -5.9% |
| 6M | +0.5% | +13.6% | -13.1% | -9.1% |
| YTD | -8.3% | +12.7% | -21.0% | -16.6% |
| 1Y | -2.7% | +17.6% | -20.3% | -14.7% |
| 3Y | +21.1% | +77.3% | -56.2% | -26.0% |
| All | +21.1% | +77.4% | -56.3% | -26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling