+23.9%
VPC vs VOO
+217.4%
-193.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.1% |
| 7D | -0.9% | +3.3% | -4.2% | -3.0% |
| 30D | -1.5% | -2.7% | +1.2% | +0.2% |
| 3M | -8.3% | -1.7% | -6.5% | -7.3% |
| 6M | -7.3% | +3.1% | -10.4% | -9.4% |
| YTD | -13.7% | +11.9% | -25.6% | -20.1% |
| 1Y | -13.5% | +12.1% | -25.5% | -20.0% |
| 3Y | -5.6% | +78.6% | -84.1% | -37.2% |
| 5Y | -7.8% | +73.8% | -81.6% | -38.2% |
| All | +23.9% | +217.4% | -193.4% | -48.4% |
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