+82.6%
VOO vs VMC
+47.2%
+35.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -2.0% | -3.7% | +1.7% | -0.6% |
| 30D | -1.7% | -12.8% | +11.1% | +3.4% |
| 3M | +4.7% | -7.9% | +12.7% | +7.3% |
| 6M | +12.6% | -7.5% | +20.1% | +14.7% |
| YTD | +11.8% | -11.6% | +23.4% | +15.0% |
| 1Y | +17.5% | -14.3% | +31.8% | +22.3% |
| 3Y | +77.0% | +18.5% | +58.5% | +55.1% |
| 5Y | +82.6% | +46.8% | +35.8% | +41.0% |
| All | +82.6% | +47.2% | +35.4% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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