+1.5%
VTG vs VOO
+22.8%
-21.4%
-3.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -0.8% | -2.0% | +1.2% | -0.7% |
| 30D | -0.9% | -1.7% | +0.8% | -0.8% |
| 3M | -1.1% | +4.7% | -5.8% | -1.3% |
| 6M | -2.1% | +12.6% | -14.7% | -2.6% |
| YTD | -1.4% | +11.8% | -13.1% | -1.9% |
| 1Y | -0.8% | +17.5% | -18.4% | -1.2% |
| All | +1.5% | +22.8% | -21.4% | +1.6% |
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