+61.3%
VRDN vs VOO
+72.6%
-11.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.6% |
| 7D | +8.4% | +2.6% | +5.8% | +5.8% |
| 30D | +68.0% | -2.0% | +69.9% | +71.6% |
| 3M | +40.4% | -2.8% | +43.1% | +44.2% |
| 6M | +81.2% | +2.2% | +79.0% | +77.2% |
| YTD | -0.8% | +11.5% | -12.3% | -10.8% |
| 1Y | +8.4% | +13.5% | -5.1% | -4.2% |
| 3Y | +120.7% | +78.1% | +42.6% | +32.2% |
| All | +61.3% | +72.6% | -11.3% | +4.0% |
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 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