+546.3%
VOT vs VOO
+807.8%
-261.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.5% |
| 7D | -0.1% | -0.4% | +0.3% | +0.3% |
| 30D | -3.0% | -1.4% | -1.6% | -1.5% |
| 3M | +0.9% | +3.7% | -2.8% | -3.0% |
| 6M | +8.2% | +13.0% | -4.9% | -5.3% |
| YTD | +6.4% | +12.4% | -6.0% | -6.2% |
| 1Y | +2.5% | +18.6% | -16.1% | -14.7% |
| 3Y | +48.9% | +78.1% | -29.1% | -20.5% |
| 5Y | +23.7% | +82.3% | -58.6% | -34.8% |
| 10Y | +206.2% | +322.5% | -116.3% | -35.7% |
| All | +546.3% | +807.8% | -261.5% | -44.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling