+138.6%
VPL vs VOO
+317.9%
-179.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.3% | +1.0% | +1.5% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | -7.6% | -3.3% | -4.3% | -5.0% |
| 3M | -6.3% | -2.4% | -3.9% | -4.3% |
| 6M | -6.4% | +2.6% | -9.0% | -7.8% |
| YTD | +17.9% | +11.3% | +6.6% | +9.4% |
| 1Y | +20.6% | +13.4% | +7.2% | +10.3% |
| 3Y | +75.3% | +80.3% | -5.0% | +12.7% |
| 5Y | +51.9% | +72.7% | -20.8% | +0.1% |
| 10Y | +138.6% | +310.0% | -171.4% | -22.1% |
| All | +138.6% | +317.9% | -179.3% | -22.1% |
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 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