+1.4%
VOC vs VOO
+639.5%
-638.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.3% | +10.0% | +9.8% |
| 7D | +8.5% | +3.3% | +5.2% | +6.1% |
| 30D | -0.2% | -2.7% | +2.5% | +1.5% |
| 3M | +8.5% | -1.7% | +10.2% | +9.6% |
| 6M | +17.7% | +3.1% | +14.6% | +14.7% |
| YTD | +45.0% | +11.9% | +33.1% | +32.5% |
| 1Y | +40.8% | +12.1% | +28.8% | +28.5% |
| 3Y | -38.6% | +78.6% | -117.2% | -60.5% |
| 5Y | +32.1% | +73.8% | -41.7% | -14.8% |
| 10Y | +296.9% | +312.3% | -15.4% | +33.5% |
| All | +1.4% | +639.5% | -638.2% | -78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling