+298.0%
VOYA vs VOO
+325.3%
-27.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.2% |
| 7D | -0.7% | -0.8% | +0.1% | +0.2% |
| 30D | +4.4% | -1.1% | +5.5% | +5.7% |
| 3M | +14.3% | +3.9% | +10.4% | +9.3% |
| 6M | +57.6% | +13.6% | +44.0% | +36.1% |
| YTD | +41.2% | +12.7% | +28.5% | +23.3% |
| 1Y | +38.2% | +17.6% | +20.6% | +14.9% |
| 3Y | +62.8% | +77.3% | -14.5% | -13.7% |
| 5Y | +79.6% | +84.1% | -4.5% | -9.0% |
| All | +298.0% | +325.3% | -27.3% | -31.5% |
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