+82.3%
VOO vs V
+68.4%
+13.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | +0.2% |
| 7D | +0.5% | -1.1% | +1.6% | +1.0% |
| 30D | -0.9% | +1.9% | -2.8% | -1.8% |
| 3M | +3.9% | +15.5% | -11.6% | -3.1% |
| 6M | +14.5% | +16.6% | -2.1% | +5.9% |
| YTD | +13.0% | +5.7% | +7.2% | +9.3% |
| 1Y | +19.4% | +8.6% | +10.9% | +13.7% |
| 3Y | +78.9% | +52.5% | +26.4% | +41.3% |
| 5Y | +82.3% | +67.1% | +15.1% | +32.3% |
| All | +82.3% | +68.4% | +13.9% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling