+179.5%
VSH vs VOO
+315.3%
-135.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.4% |
| 7D | +3.5% | -0.4% | +3.9% | +4.0% |
| 30D | -4.4% | -1.4% | -3.0% | -2.4% |
| 3M | -45.8% | +3.7% | -49.5% | -47.9% |
| 6M | +90.1% | +13.0% | +77.1% | +63.7% |
| YTD | +120.3% | +12.4% | +107.9% | +91.7% |
| 1Y | +112.2% | +18.6% | +93.6% | +72.9% |
| 3Y | +36.6% | +78.1% | -41.5% | -32.8% |
| 5Y | +67.0% | +82.3% | -15.2% | -20.1% |
| 10Y | +179.5% | +322.5% | -143.1% | -55.8% |
| All | +179.5% | +315.3% | -135.8% | -55.8% |
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