+822.6%
VOO vs VIG
+595.4%
+227.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | +0.3% |
| 7D | +0.5% | -0.4% | +0.9% | +1.0% |
| 30D | -0.9% | -2.1% | +1.2% | +1.3% |
| 3M | +3.9% | +3.3% | +0.5% | +0.3% |
| 6M | +14.5% | +9.3% | +5.3% | +4.2% |
| YTD | +13.0% | +10.1% | +2.8% | +1.9% |
| 1Y | +19.4% | +14.7% | +4.7% | +3.1% |
| 3Y | +78.9% | +56.9% | +21.9% | +10.7% |
| 5Y | +82.3% | +62.9% | +19.4% | +9.0% |
| 10Y | +314.2% | +241.3% | +72.9% | +13.5% |
| All | +822.6% | +595.4% | +227.3% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 all: compounded portfolio wealth divided by compounded VIG 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…
all analysis · Full analysis span regression · 6 months rolling