+5.3%
VPU vs VOO
+21.4%
-16.0%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.3% | +0.6% |
| 7D | -0.4% | +0.3% | -0.6% | -0.4% |
| 30D | -2.3% | +0.2% | -2.6% | -2.4% |
| 3M | -1.2% | +2.8% | -4.1% | -1.7% |
| 6M | -7.2% | +14.3% | -21.5% | -10.1% |
| YTD | +1.9% | +14.0% | -12.1% | -1.5% |
| All | +5.3% | +21.4% | -16.0% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling