+827.8%
VOO vs VMC
+668.7%
+159.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | +0.1% | -4.3% | +4.4% | +1.4% |
| 30D | +0.1% | -8.2% | +8.3% | +2.6% |
| 3M | +2.0% | -7.0% | +9.1% | +3.8% |
| 6M | +13.0% | -10.8% | +23.8% | +16.3% |
| YTD | +13.6% | -7.4% | +21.0% | +15.0% |
| 1Y | +20.1% | -9.5% | +29.6% | +22.3% |
| 3Y | +77.6% | +20.5% | +57.1% | +63.6% |
| 5Y | +82.4% | +51.6% | +30.9% | +55.2% |
| 10Y | +316.8% | +150.0% | +166.8% | +190.7% |
| All | +827.8% | +668.7% | +159.0% | +342.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling