+1,056.4%
VONG vs VOO
+794.0%
+262.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.3% |
| 7D | +1.5% | +0.5% | +0.9% | +0.9% |
| 30D | -1.3% | -0.9% | -0.3% | -0.3% |
| 3M | +0.2% | +3.9% | -3.7% | -3.7% |
| 6M | +10.4% | +14.5% | -4.2% | -4.3% |
| YTD | +4.3% | +13.0% | -8.7% | -8.1% |
| 1Y | +9.5% | +19.4% | -10.0% | -9.0% |
| 3Y | +79.9% | +78.9% | +1.0% | -1.1% |
| 5Y | +74.7% | +82.3% | -7.5% | -4.5% |
| 10Y | +416.4% | +314.2% | +102.2% | +26.5% |
| All | +1,056.4% | +794.0% | +262.4% | +39.7% |
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