-6.6%
VPC vs VOO
+67.9%
-74.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.3% |
| 7D | 0.0% | -2.7% | +2.7% | +1.4% |
| 30D | -0.9% | -5.4% | +4.5% | +1.9% |
| 3M | -5.5% | -4.1% | -1.5% | -3.6% |
| 6M | -8.1% | +0.7% | -8.9% | -8.6% |
| YTD | -12.5% | +8.7% | -21.2% | -16.3% |
| 1Y | -10.9% | +11.0% | -21.9% | -15.7% |
| 3Y | -3.5% | +75.5% | -79.0% | -28.0% |
| All | -6.6% | +67.9% | -74.5% | -30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling