+104.1%
VOO vs COMP
-52.8%
+156.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.1% |
| 7D | +3.3% | +8.9% | -5.6% | +2.3% |
| 30D | -2.7% | +14.0% | -16.6% | -4.1% |
| 3M | -1.7% | -21.1% | +19.4% | +0.1% |
| 6M | +3.1% | +20.1% | -17.0% | +0.5% |
| YTD | +11.9% | -5.0% | +17.0% | +10.5% |
| 1Y | +12.1% | +5.7% | +6.4% | +9.4% |
| 3Y | +78.6% | +412.2% | -333.7% | +43.7% |
| 5Y | +73.8% | -12.1% | +85.9% | +53.6% |
| All | +104.1% | -52.8% | +156.9% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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