+814.4%
VOO vs VO
+551.8%
+262.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.4% |
| 7D | +3.3% | +2.9% | +0.3% | +0.6% |
| 30D | -2.7% | +1.0% | -3.7% | -3.5% |
| 3M | -1.7% | -1.7% | 0.0% | -0.2% |
| 6M | +3.1% | +6.7% | -3.6% | -2.6% |
| YTD | +11.9% | +14.0% | -2.0% | -0.4% |
| 1Y | +12.1% | +13.7% | -1.6% | -0.1% |
| 3Y | +78.6% | +65.8% | +12.7% | +13.8% |
| 5Y | +73.8% | +36.6% | +37.2% | +30.9% |
| 10Y | +312.3% | +198.9% | +113.4% | +55.4% |
| All | +814.4% | +551.8% | +262.5% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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