+310.0%
VOO vs RF
+277.2%
+32.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.2% | +0.2% | +1.7% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | -3.3% | +7.0% | -10.3% | -5.4% |
| 3M | -2.4% | -7.0% | +4.6% | -0.2% |
| 6M | +2.6% | +6.8% | -4.2% | +0.1% |
| YTD | +11.3% | +9.9% | +1.4% | +7.2% |
| 1Y | +13.4% | +21.1% | -7.7% | +5.8% |
| 3Y | +80.3% | +119.6% | -39.3% | +36.3% |
| 5Y | +72.7% | +46.2% | +26.5% | +45.2% |
| 10Y | +310.0% | +261.5% | +48.5% | +157.8% |
| All | +310.0% | +277.2% | +32.8% | +157.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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