+13.2%
VPLS vs VOO
+72.8%
-59.6%
-4.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.3% | -0.1% |
| 7D | -0.5% | -0.9% | +0.4% | -0.5% |
| 30D | +1.5% | -2.3% | +3.9% | +1.7% |
| 3M | -0.7% | -1.2% | +0.4% | -0.7% |
| 6M | -1.2% | +3.3% | -4.5% | -1.4% |
| YTD | -0.5% | +12.3% | -12.8% | -1.3% |
| 1Y | -0.3% | +12.5% | -12.8% | -1.1% |
| All | +13.2% | +72.8% | -59.6% | +6.6% |
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