-5.1%
VPC vs VOO
+78.5%
-83.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | -1.0% | +2.6% | -3.5% | -2.3% |
| 30D | -0.3% | -2.0% | +1.7% | +0.7% |
| 3M | -9.4% | -2.8% | -6.7% | -8.2% |
| 6M | -6.5% | +2.2% | -8.6% | -7.6% |
| YTD | -13.3% | +11.5% | -24.8% | -18.3% |
| 1Y | -12.4% | +13.5% | -25.8% | -18.1% |
| 3Y | -5.1% | +78.1% | -83.2% | -28.1% |
| All | -5.1% | +78.5% | -83.5% | -28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling