+5.0%
VTEC vs VOO
+54.6%
-49.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +4.8% | +0.6% |
| 7D | +1.0% | -4.7% | +5.7% | +1.2% |
| 30D | +3.7% | -5.9% | +9.6% | +4.0% |
| 3M | -0.9% | -4.5% | +3.6% | -0.7% |
| 6M | -0.8% | +1.9% | -2.7% | -0.9% |
| YTD | -0.5% | +8.4% | -8.9% | -0.8% |
| 1Y | +0.2% | +9.5% | -9.2% | -0.2% |
| All | +5.0% | +54.6% | -49.7% | +3.1% |
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