+26.3%
VPC vs VOO
+215.5%
-189.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | -1.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -0.6% | -3.3% | +2.7% | +1.5% |
| 3M | -6.7% | -2.4% | -4.3% | -5.3% |
| 6M | -6.8% | +2.6% | -9.4% | -8.5% |
| YTD | -12.1% | +11.3% | -23.4% | -18.3% |
| 1Y | -11.0% | +13.4% | -24.4% | -18.4% |
| 3Y | -3.3% | +80.3% | -83.6% | -36.1% |
| 5Y | -6.1% | +72.7% | -78.8% | -36.8% |
| All | +26.3% | +215.5% | -189.2% | -47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling