+78.1%
VOO vs COMP
+423.6%
-345.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.5% |
| 7D | +2.6% | 0.0% | +2.6% | +2.5% |
| 30D | -2.0% | +16.6% | -18.5% | -3.4% |
| 3M | -2.8% | -23.5% | +20.8% | -0.9% |
| 6M | +2.2% | +25.7% | -23.6% | -0.5% |
| YTD | +11.5% | -3.4% | +14.9% | +10.0% |
| 1Y | +13.5% | +7.6% | +5.9% | +10.9% |
| 3Y | +78.1% | +423.6% | -345.5% | +55.0% |
| All | +78.1% | +423.6% | -345.5% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling