+78.2%
VSXY vs VOO
+89.3%
-11.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.1% | -2.8% |
| 7D | -10.7% | -0.4% | -10.4% | -10.5% |
| 30D | -24.3% | -1.4% | -22.9% | -22.8% |
| 3M | +1.0% | +3.7% | -2.7% | -4.9% |
| 6M | +57.4% | +13.0% | +44.3% | +29.8% |
| YTD | +39.8% | +12.4% | +27.3% | +16.5% |
| 1Y | +196.5% | +18.6% | +177.9% | +128.9% |
| 3Y | +357.2% | +78.1% | +279.2% | +96.8% |
| 5Y | +18.9% | +82.3% | -63.4% | -49.0% |
| All | +78.2% | +89.3% | -11.1% | -30.1% |
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 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