-41.0%
VOC vs VOO
+79.1%
-120.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.0% |
| 7D | -1.5% | +0.5% | -2.0% | -1.7% |
| 30D | +9.8% | -0.9% | +10.8% | +10.2% |
| 3M | +27.5% | +3.9% | +23.6% | +25.5% |
| 6M | +4.1% | +14.5% | -10.4% | -1.8% |
| YTD | +43.5% | +13.0% | +30.6% | +36.2% |
| 1Y | +48.7% | +19.4% | +29.3% | +36.3% |
| 3Y | -41.0% | +78.9% | -119.8% | -56.6% |
| All | -41.0% | +79.1% | -120.1% | -56.6% |
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