+80.3%
VOO vs C
+215.4%
-135.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.5% | -0.1% | +1.5% |
| 7D | +0.1% | -0.9% | +1.0% | +0.4% |
| 30D | -3.3% | -5.4% | +2.1% | -1.6% |
| 3M | -2.4% | -9.2% | +6.8% | +0.5% |
| 6M | +2.6% | -1.8% | +4.4% | +2.6% |
| YTD | +11.3% | +6.7% | +4.6% | +7.4% |
| 1Y | +13.4% | +23.5% | -10.1% | +3.7% |
| 3Y | +80.3% | +219.8% | -139.5% | +23.7% |
| All | +80.3% | +215.4% | -135.1% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling