+1,501.8%
VSEC vs VOO
+817.1%
+684.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.1% |
| 7D | -5.5% | +0.1% | -5.6% | -5.6% |
| 30D | -5.5% | +0.1% | -5.5% | -5.6% |
| 3M | +10.9% | +2.0% | +8.9% | +8.8% |
| 6M | -8.8% | +13.0% | -21.8% | -19.5% |
| YTD | +18.2% | +13.6% | +4.6% | +3.8% |
| 1Y | +24.0% | +20.1% | +4.0% | +2.6% |
| 3Y | +258.6% | +77.6% | +181.1% | +93.8% |
| 5Y | +328.5% | +82.4% | +246.0% | +127.1% |
| 10Y | +527.6% | +316.8% | +210.8% | +38.8% |
| All | +1,501.8% | +817.1% | +684.7% | +44.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling