-18.5%
VSOL vs VOO
+14.8%
-33.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | +0.4% |
| 7D | +3.1% | -0.4% | +3.5% | +4.0% |
| 30D | +34.9% | -1.4% | +36.3% | +39.3% |
| 3M | +57.7% | +3.7% | +53.9% | +44.8% |
| 6M | +21.5% | +13.0% | +8.5% | -6.6% |
| YTD | -15.0% | +12.4% | -27.5% | -30.9% |
| All | -18.5% | +14.8% | -33.3% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling