+290.7%
VOC vs VOO
+325.3%
-34.6%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | 0.0% |
| 7D | +2.1% | -0.8% | +2.9% | +2.6% |
| 30D | +7.7% | -1.1% | +8.8% | +8.4% |
| 3M | +26.1% | +3.9% | +22.2% | +22.7% |
| 6M | +5.6% | +13.6% | -8.0% | -3.9% |
| YTD | +43.9% | +12.7% | +31.2% | +31.6% |
| 1Y | +48.1% | +17.6% | +30.5% | +31.0% |
| 3Y | -40.8% | +77.3% | -118.2% | -61.5% |
| 5Y | +60.3% | +84.1% | -23.8% | -0.7% |
| All | +290.7% | +325.3% | -34.6% | +22.9% |
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