+259.9%
VSEC vs VOO
+77.0%
+183.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.6% |
| 7D | +0.7% | -0.4% | +1.0% | +1.3% |
| 30D | -10.5% | -1.4% | -9.2% | -8.6% |
| 3M | +10.8% | +3.7% | +7.1% | +5.4% |
| 6M | -9.0% | +13.0% | -22.1% | -22.7% |
| YTD | +14.7% | +12.4% | +2.3% | -1.8% |
| 1Y | +21.4% | +18.6% | +2.8% | -2.6% |
| All | +259.9% | +77.0% | +183.0% | +74.2% |
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