+78.6%
VOD vs VOO
+817.1%
-738.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.2% |
| 7D | +5.4% | +0.1% | +5.3% | +5.3% |
| 30D | +10.4% | +0.1% | +10.3% | +10.3% |
| 3M | +14.0% | +2.0% | +12.0% | +12.0% |
| 6M | +14.5% | +13.0% | +1.5% | +4.0% |
| YTD | +30.3% | +13.6% | +16.7% | +18.0% |
| 1Y | +49.7% | +20.1% | +29.6% | +29.6% |
| 3Y | +120.8% | +77.6% | +43.2% | +37.4% |
| 5Y | +41.5% | +82.4% | -41.0% | -15.1% |
| 10Y | +4.3% | +316.8% | -312.6% | -69.4% |
| All | +78.6% | +817.1% | -738.5% | -72.2% |
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