+61.8%
VNQ vs VOO
+325.3%
-263.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | 0.0% |
| 7D | -1.3% | -0.8% | -0.5% | -0.6% |
| 30D | -2.6% | -1.1% | -1.5% | -1.7% |
| 3M | -2.0% | +3.9% | -5.9% | -5.3% |
| 6M | +4.3% | +13.6% | -9.3% | -6.8% |
| YTD | +9.2% | +12.7% | -3.5% | -1.8% |
| 1Y | +5.6% | +17.6% | -12.0% | -8.6% |
| 3Y | +30.8% | +77.3% | -46.5% | -22.1% |
| 5Y | +8.0% | +84.1% | -76.2% | -38.2% |
| All | +61.8% | +325.3% | -263.5% | -52.2% |
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 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