+111.1%
VSH vs VOO
+309.6%
-198.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -3.6% |
| 7D | +14.3% | +2.6% | +11.8% | +10.6% |
| 30D | -7.9% | -2.0% | -5.9% | -3.5% |
| 3M | -19.9% | -2.8% | -17.1% | -14.7% |
| 6M | -30.5% | +2.2% | -32.7% | -30.0% |
| YTD | +85.7% | +11.5% | +74.1% | +66.8% |
| 1Y | +98.9% | +13.5% | +85.4% | +74.9% |
| 3Y | +32.1% | +78.1% | -46.0% | -33.7% |
| 5Y | +39.7% | +73.1% | -33.5% | -26.8% |
| All | +111.1% | +309.6% | -198.5% | -66.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling