+36.4%
VRNS vs VOO
+78.5%
-42.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +0.3% | +2.6% | -2.3% | -2.1% |
| 30D | +4.0% | -2.0% | +6.0% | +5.6% |
| 3M | +6.8% | -2.8% | +9.6% | +9.3% |
| 6M | +81.2% | +2.2% | +79.0% | +77.2% |
| YTD | +49.2% | +11.5% | +37.7% | +34.3% |
| 1Y | +42.6% | +13.5% | +29.1% | +26.2% |
| 3Y | +36.4% | +78.1% | -41.7% | -31.5% |
| All | +36.4% | +78.5% | -42.1% | -31.5% |
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