+93.0%
VPV vs VOO
+800.4%
-707.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -3.2% | +2.6% | -5.7% | -3.5% |
| 30D | -2.3% | -2.0% | -0.3% | -2.0% |
| 3M | -3.4% | -2.8% | -0.6% | -3.0% |
| 6M | +0.6% | +2.2% | -1.6% | +0.2% |
| YTD | +8.9% | +11.5% | -2.6% | +7.1% |
| 1Y | +6.8% | +13.5% | -6.7% | +4.7% |
| 3Y | +43.4% | +78.1% | -34.7% | +31.2% |
| 5Y | +6.4% | +73.1% | -66.7% | -2.7% |
| 10Y | +50.0% | +310.7% | -260.7% | +25.1% |
| All | +93.0% | +800.4% | -707.4% | +60.0% |
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