-1.5%
VOC vs VOO
+650.3%
-651.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.8% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | +11.5% | +0.1% | +11.5% | +11.5% |
| 3M | +20.6% | +2.0% | +18.6% | +18.7% |
| 6M | +10.2% | +13.0% | -2.8% | +0.3% |
| YTD | +40.9% | +13.6% | +27.4% | +27.8% |
| 1Y | +46.0% | +20.1% | +26.0% | +27.0% |
| 3Y | -41.2% | +77.6% | -118.8% | -61.9% |
| 5Y | +58.5% | +82.4% | -24.0% | -1.5% |
| 10Y | +302.2% | +316.8% | -14.6% | +34.6% |
| All | -1.5% | +650.3% | -651.8% | -79.4% |
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