-81.8%
VTEX vs VOO
+82.5%
-164.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.4% | +0.6% | +2.2% |
| 7D | 0.0% | -4.7% | +4.7% | +6.8% |
| 30D | +6.1% | -5.9% | +11.9% | +15.1% |
| 3M | -8.4% | -4.5% | -3.9% | -2.9% |
| 6M | +4.9% | +1.9% | +3.1% | +0.6% |
| YTD | +7.2% | +8.4% | -1.2% | -6.4% |
| 1Y | -11.2% | +9.5% | -20.7% | -23.6% |
| 3Y | -29.4% | +75.3% | -104.7% | -70.8% |
| 5Y | -77.0% | +67.9% | -144.8% | -88.7% |
| All | -81.8% | +82.5% | -164.3% | -92.1% |
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