+1.4%
VTG vs VOO
+23.9%
-22.5%
-3.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -0.9% | -0.8% | -0.1% | -0.9% |
| 30D | -1.0% | -1.1% | +0.1% | -0.9% |
| 3M | -1.6% | +3.9% | -5.5% | -1.8% |
| 6M | -1.9% | +13.6% | -15.5% | -2.4% |
| YTD | -1.4% | +12.7% | -14.1% | -2.0% |
| 1Y | -1.0% | +17.6% | -18.6% | -1.4% |
| All | +1.4% | +23.9% | -22.5% | +1.5% |
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 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