+2.6%
VPC vs VOO
+79.1%
-76.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -0.7% | +0.5% | -1.3% | -1.0% |
| 30D | -0.8% | -0.9% | +0.2% | -0.3% |
| 3M | +3.7% | +3.9% | -0.2% | +1.6% |
| 6M | +7.3% | +14.5% | -7.3% | -0.2% |
| YTD | -6.5% | +13.0% | -19.4% | -12.3% |
| 1Y | -12.8% | +19.4% | -32.3% | -20.6% |
| 3Y | +2.6% | +78.9% | -76.3% | -26.0% |
| All | +2.6% | +79.1% | -76.5% | -26.0% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling