+374.9%
VSH vs VOO
+817.1%
-442.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +5.0% |
| 7D | +4.1% | +0.1% | +3.9% | +3.9% |
| 30D | -4.2% | +0.1% | -4.2% | -4.2% |
| 3M | -50.0% | +2.0% | -52.0% | -50.6% |
| 6M | +80.2% | +13.0% | +67.1% | +54.6% |
| YTD | +121.1% | +13.6% | +107.5% | +88.8% |
| 1Y | +112.0% | +20.1% | +91.9% | +68.5% |
| 3Y | +22.5% | +77.6% | -55.0% | -41.6% |
| 5Y | +64.0% | +82.4% | -18.4% | -24.9% |
| 10Y | +170.4% | +316.8% | -146.5% | -62.0% |
| All | +374.9% | +817.1% | -442.2% | -82.3% |
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 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