-83.7%
VTEX vs VOO
+91.2%
-174.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +0.3% | +0.1% | +0.2% | +0.1% |
| 30D | -18.0% | +0.1% | -18.0% | -18.1% |
| 3M | -3.2% | +2.0% | -5.2% | -6.5% |
| 6M | -0.6% | +13.0% | -13.6% | -17.6% |
| YTD | -4.0% | +13.6% | -17.6% | -21.1% |
| 1Y | -10.2% | +20.1% | -30.3% | -31.9% |
| 3Y | -40.3% | +77.6% | -117.9% | -75.5% |
| 5Y | -86.2% | +82.4% | -168.7% | -94.2% |
| All | -83.7% | +91.2% | -174.9% | -93.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling