+76.9%
VOO vs COMP
+423.0%
-346.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.4% | +7.1% | +0.3% |
| 7D | -0.6% | +7.2% | -7.8% | -1.2% |
| 30D | -3.6% | +6.4% | -10.0% | -4.3% |
| 3M | -2.7% | -19.4% | +16.7% | -1.3% |
| 6M | +2.2% | +14.6% | -12.3% | +0.4% |
| YTD | +10.9% | -5.5% | +16.4% | +9.6% |
| 1Y | +11.3% | +13.7% | -2.3% | +8.3% |
| 3Y | +76.9% | +409.7% | -332.8% | +54.1% |
| All | +76.9% | +423.0% | -346.1% | +54.1% |
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