-93.4%
VTGN vs VOO
+78.5%
-171.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +12.5% | +2.6% | +9.9% | +9.8% |
| 30D | -14.3% | -2.0% | -12.3% | -12.3% |
| 3M | -33.3% | -2.8% | -30.6% | -31.5% |
| 6M | -72.7% | +2.2% | -74.9% | -73.9% |
| YTD | -72.7% | +11.5% | -84.2% | -76.3% |
| 1Y | -95.3% | +13.5% | -108.8% | -95.8% |
| 3Y | -93.4% | +78.1% | -171.5% | -97.6% |
| All | -93.4% | +78.5% | -171.9% | -97.6% |
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 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