-82.1%
VTEX vs VOO
+83.0%
-165.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -2.1% |
| 7D | -0.5% | -2.7% | +2.2% | +3.3% |
| 30D | +3.1% | -5.4% | +8.5% | +11.0% |
| 3M | -7.7% | -4.1% | -3.6% | -2.8% |
| 6M | +2.9% | +0.7% | +2.1% | +0.2% |
| YTD | +5.3% | +8.7% | -3.4% | -8.4% |
| 1Y | -8.3% | +11.0% | -19.3% | -22.7% |
| 3Y | -28.8% | +75.5% | -104.2% | -70.6% |
| 5Y | -77.4% | +68.4% | -145.7% | -88.9% |
| All | -82.1% | +83.0% | -165.2% | -92.3% |
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 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