+440.2%
VT vs VOO
+817.1%
-376.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +1.0% | +0.1% | +0.9% | +0.9% |
| 3M | +2.4% | +2.0% | +0.4% | +0.4% |
| 6M | +12.0% | +13.0% | -1.0% | -0.5% |
| YTD | +15.3% | +13.6% | +1.8% | +2.0% |
| 1Y | +22.6% | +20.1% | +2.5% | +2.7% |
| 3Y | +74.7% | +77.6% | -2.9% | -0.4% |
| 5Y | +66.1% | +82.4% | -16.3% | -8.2% |
| 10Y | +225.0% | +316.8% | -91.8% | -23.8% |
| All | +440.2% | +817.1% | -376.9% | -48.0% |
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