+117.9%
VRDN vs VOO
+79.1%
+38.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.1% | -2.1% |
| 7D | +6.8% | +3.3% | +3.5% | +2.8% |
| 30D | +67.3% | -2.7% | +70.0% | +73.0% |
| 3M | +33.2% | -1.7% | +35.0% | +35.7% |
| 6M | +80.8% | +3.1% | +77.7% | +73.6% |
| YTD | -2.1% | +11.9% | -14.0% | -14.9% |
| 1Y | +5.3% | +12.1% | -6.7% | -8.7% |
| All | +117.9% | +79.1% | +38.7% | -22.0% |
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 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