+312.2%
VOO vs A
+300.7%
+11.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.6% |
| 7D | +3.3% | +0.7% | +2.6% | +2.9% |
| 30D | -2.7% | +0.8% | -3.5% | -3.1% |
| 3M | -1.7% | +16.9% | -18.6% | -8.2% |
| 6M | +3.1% | +53.8% | -50.6% | -15.0% |
| YTD | +11.9% | +28.1% | -16.2% | -0.8% |
| 1Y | +12.1% | +15.0% | -3.0% | +4.0% |
| 3Y | +78.6% | +63.1% | +15.5% | +35.2% |
| 5Y | +73.8% | +11.5% | +62.3% | +54.9% |
| All | +312.2% | +300.7% | +11.6% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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