+82.3%
VOO vs VFC
-78.7%
+160.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.1% |
| 7D | -0.4% | -2.3% | +2.0% | 0.0% |
| 30D | -1.4% | -13.4% | +12.0% | +0.7% |
| 3M | +3.7% | -23.7% | +27.4% | +7.4% |
| 6M | +13.0% | -24.5% | +37.5% | +16.9% |
| YTD | +12.4% | -27.8% | +40.3% | +16.8% |
| 1Y | +18.6% | -13.5% | +32.1% | +19.1% |
| 3Y | +78.1% | -27.1% | +105.2% | +72.6% |
| 5Y | +82.3% | -79.0% | +161.3% | +156.4% |
| All | +82.3% | -78.7% | +160.9% | +156.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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