-96.4%
VTGN vs VOO
+77.0%
-173.4%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | -4.0% | -0.4% | -3.6% | -3.6% |
| 30D | -7.7% | -1.4% | -6.3% | -6.1% |
| 3M | -55.6% | +3.7% | -59.3% | -58.1% |
| 6M | -61.3% | +13.0% | -74.3% | -66.8% |
| YTD | -63.6% | +12.4% | -76.1% | -68.6% |
| 1Y | -93.4% | +18.6% | -111.9% | -94.3% |
| All | -96.4% | +77.0% | -173.4% | -98.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling