-80.8%
VRDN vs VOO
+315.9%
-396.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +8.8% | +0.1% | +8.7% | +8.7% |
| 3M | +38.3% | +2.0% | +36.3% | +36.0% |
| 6M | -24.6% | +13.0% | -37.6% | -31.7% |
| YTD | -26.3% | +13.6% | -39.9% | -33.5% |
| 1Y | +23.0% | +20.1% | +2.9% | +6.1% |
| 3Y | +19.9% | +77.6% | -57.6% | -22.3% |
| 5Y | +87.6% | +82.4% | +5.1% | +18.7% |
| All | -80.8% | +315.9% | -396.7% | -92.9% |
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