+0.8%
VNOPN vs VOO
+126.3%
-125.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.3% |
| 7D | -2.6% | -0.8% | -1.8% | -2.2% |
| 30D | -1.9% | -1.1% | -0.9% | -1.5% |
| 3M | -2.1% | +3.9% | -6.0% | -3.8% |
| 6M | +5.0% | +13.6% | -8.6% | -0.9% |
| YTD | +3.4% | +12.7% | -9.3% | -2.2% |
| 1Y | -5.4% | +17.6% | -23.0% | -12.3% |
| 3Y | +44.9% | +77.3% | -32.4% | +9.5% |
| 5Y | -11.1% | +84.1% | -95.3% | -35.1% |
| All | +0.8% | +126.3% | -125.6% | -31.1% |
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