+33.7%
VPC vs VOO
+218.8%
-185.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | -1.5% | -0.4% | -1.1% | -1.3% |
| 30D | -0.6% | -1.4% | +0.8% | +0.3% |
| 3M | +3.1% | +3.7% | -0.6% | +0.5% |
| 6M | +7.5% | +13.0% | -5.5% | -1.0% |
| YTD | -6.9% | +12.4% | -19.4% | -14.0% |
| 1Y | -12.6% | +18.6% | -31.2% | -22.2% |
| 3Y | +2.1% | +78.1% | -76.0% | -31.9% |
| 5Y | +4.4% | +82.3% | -77.9% | -32.6% |
| All | +33.7% | +218.8% | -185.1% | -44.4% |
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