+461.9%
VOYA vs VOO
+507.1%
-45.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | +1.8% | +0.5% | +1.3% | +1.2% |
| 30D | +1.9% | -0.9% | +2.9% | +3.0% |
| 3M | +16.8% | +3.9% | +12.9% | +11.6% |
| 6M | +53.5% | +14.5% | +39.0% | +30.9% |
| YTD | +40.5% | +13.0% | +27.5% | +22.0% |
| 1Y | +39.1% | +19.4% | +19.6% | +13.1% |
| 3Y | +63.1% | +78.9% | -15.8% | -15.7% |
| 5Y | +77.5% | +82.3% | -4.7% | -10.5% |
| 10Y | +304.1% | +314.2% | -10.1% | -24.7% |
| All | +461.9% | +507.1% | -45.2% | -35.7% |
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