+517.2%
VOE vs VOO
+802.4%
-285.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -2.5% | -2.0% | -0.5% | -0.6% |
| 30D | -2.3% | -1.7% | -0.6% | -0.7% |
| 3M | +5.3% | +4.7% | +0.6% | +0.5% |
| 6M | +10.7% | +12.6% | -1.9% | -1.8% |
| YTD | +16.1% | +11.8% | +4.3% | +3.7% |
| 1Y | +21.0% | +17.5% | +3.5% | +2.8% |
| 3Y | +60.0% | +77.0% | -17.0% | -10.4% |
| 5Y | +59.4% | +82.6% | -23.2% | -14.3% |
| 10Y | +178.1% | +320.0% | -141.9% | -37.2% |
| All | +517.2% | +802.4% | -285.2% | -40.1% |
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