-96.9%
VOR vs VOO
+112.3%
-209.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.5% | -7.0% | -6.8% |
| 7D | -6.2% | -0.4% | -5.8% | -5.7% |
| 30D | -0.6% | -1.4% | +0.8% | +1.2% |
| 3M | +75.0% | +3.7% | +71.2% | +67.4% |
| 6M | +50.3% | +13.0% | +37.3% | +29.5% |
| YTD | +77.6% | +12.4% | +65.2% | +53.3% |
| 1Y | -42.2% | +18.6% | -60.8% | -53.3% |
| 3Y | -53.7% | +78.1% | -131.8% | -77.0% |
| 5Y | -92.6% | +82.3% | -174.9% | -96.2% |
| All | -96.9% | +112.3% | -209.2% | -99.0% |
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