+11.4%
VTES vs VOO
+93.4%
-82.1%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | +0.4% | -2.7% | +3.1% | +0.5% |
| 30D | +2.5% | -5.4% | +7.9% | +2.6% |
| 3M | +0.7% | -4.1% | +4.8% | +0.8% |
| 6M | +1.0% | +0.7% | +0.3% | +1.0% |
| YTD | +1.4% | +8.7% | -7.3% | +1.4% |
| 1Y | +2.0% | +11.0% | -8.9% | +2.0% |
| 3Y | +10.8% | +75.5% | -64.6% | +10.7% |
| All | +11.4% | +93.4% | -82.1% | +12.5% |
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