-38.7%
VOC vs VOO
+79.1%
-117.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.3% | +10.0% | +9.7% |
| 7D | +8.5% | +3.3% | +5.2% | +7.1% |
| 30D | -0.2% | -2.7% | +2.5% | +0.9% |
| 3M | +8.5% | -1.7% | +10.2% | +9.2% |
| 6M | +17.7% | +3.1% | +14.6% | +16.1% |
| YTD | +45.0% | +11.9% | +33.1% | +37.9% |
| 1Y | +40.8% | +12.1% | +28.8% | +33.7% |
| All | -38.7% | +79.1% | -117.8% | -56.8% |
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