-97.3%
VOR vs VOO
+112.0%
-209.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | +1.0% |
| 7D | -0.1% | -0.9% | +0.8% | +1.2% |
| 30D | +1.5% | -2.3% | +3.8% | +5.0% |
| 3M | -14.8% | -1.2% | -13.7% | -13.1% |
| 6M | +16.5% | +3.3% | +13.1% | +12.7% |
| YTD | +53.6% | +12.3% | +41.3% | +33.4% |
| 1Y | +104.2% | +12.5% | +91.7% | +77.6% |
| 3Y | -42.9% | +79.2% | -122.1% | -71.7% |
| 5Y | -94.0% | +75.7% | -169.7% | -96.8% |
| All | -97.3% | +112.0% | -209.4% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling