+33.8%
VOLT vs VOO
+27.6%
+6.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +7.6% | +3.3% | +4.3% | +4.0% |
| 30D | -7.5% | -2.7% | -4.8% | -4.6% |
| 3M | -13.4% | -1.7% | -11.7% | -11.7% |
| 6M | -18.0% | +3.1% | -21.1% | -20.2% |
| YTD | +15.9% | +11.9% | +3.9% | +3.8% |
| 1Y | +10.8% | +12.1% | -1.3% | -0.7% |
| All | +33.8% | +27.6% | +6.2% | +12.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling