+194.4%
VO vs VOO
+325.3%
-130.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.1% |
| 7D | -1.5% | -0.8% | -0.7% | -0.8% |
| 30D | -3.0% | -1.1% | -2.0% | -2.0% |
| 3M | +2.8% | +3.9% | -1.1% | -1.1% |
| 6M | +10.9% | +13.6% | -2.7% | -2.5% |
| YTD | +12.5% | +12.7% | -0.3% | -0.4% |
| 1Y | +12.0% | +17.6% | -5.6% | -5.0% |
| 3Y | +56.3% | +77.3% | -21.0% | -13.0% |
| 5Y | +42.9% | +84.1% | -41.2% | -23.3% |
| All | +194.4% | +325.3% | -130.9% | -32.3% |
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