+18.6%
VOO vs C
+47.3%
-28.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.2% | -0.7% |
| 7D | -0.4% | +2.6% | -2.9% | -1.0% |
| 30D | -1.4% | +1.9% | -3.3% | -1.9% |
| 3M | +3.7% | +2.8% | +0.9% | +2.6% |
| 6M | +13.0% | +30.6% | -17.5% | +4.8% |
| YTD | +12.4% | +19.9% | -7.4% | +6.0% |
| 1Y | +18.6% | +44.6% | -26.0% | +5.6% |
| All | +18.6% | +47.3% | -28.7% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 1y: compounded portfolio wealth divided by compounded C 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…
1y analysis · Full analysis span regression · 6 months rolling