+20.5%
VTC vs VOO
+238.6%
-218.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -0.9% | -2.0% | +1.0% | -0.7% |
| 30D | -0.9% | -1.7% | +0.8% | -0.7% |
| 3M | -1.6% | +4.7% | -6.4% | -2.2% |
| 6M | -1.9% | +12.6% | -14.5% | -3.4% |
| YTD | -1.4% | +11.8% | -13.1% | -2.8% |
| 1Y | -0.8% | +17.5% | -18.4% | -2.9% |
| 3Y | +15.3% | +77.0% | -61.7% | +7.1% |
| 5Y | -1.9% | +82.6% | -84.5% | -9.8% |
| All | +20.5% | +238.6% | -218.1% | +6.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling