+80.3%
VOO vs V
+76.4%
+3.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.5% | +2.4% |
| 7D | +0.1% | -0.8% | +0.9% | +0.4% |
| 30D | -3.3% | +9.5% | -12.8% | -6.2% |
| 3M | -2.4% | +16.7% | -19.1% | -7.5% |
| 6M | +2.6% | +32.9% | -30.3% | -7.6% |
| YTD | +11.3% | +21.1% | -9.8% | +4.0% |
| 1Y | +13.4% | +26.6% | -13.2% | +3.7% |
| 3Y | +80.3% | +78.4% | +1.9% | +36.0% |
| All | +80.3% | +76.4% | +3.9% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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