+89.1%
VPL vs VOO
+79.1%
+10.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.4% |
| 7D | +3.7% | +0.5% | +3.1% | +3.1% |
| 30D | +4.0% | -0.9% | +4.9% | +4.9% |
| 3M | +6.0% | +3.9% | +2.1% | +2.5% |
| 6M | +19.6% | +14.5% | +5.1% | +6.7% |
| YTD | +30.9% | +13.0% | +17.9% | +18.1% |
| 1Y | +38.7% | +19.4% | +19.3% | +19.8% |
| 3Y | +89.1% | +78.9% | +10.3% | +14.5% |
| All | +89.1% | +79.1% | +10.0% | +14.5% |
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