-100.0%
VTGN vs VOO
+671.3%
-771.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +12.5% | +2.6% | +9.9% | +9.2% |
| 30D | -14.3% | -2.0% | -12.3% | -11.7% |
| 3M | -33.3% | -2.8% | -30.6% | -31.1% |
| 6M | -72.7% | +2.2% | -74.9% | -74.1% |
| YTD | -72.7% | +11.5% | -84.2% | -76.9% |
| 1Y | -95.3% | +13.5% | -108.8% | -95.9% |
| 3Y | -93.4% | +78.1% | -171.5% | -96.9% |
| 5Y | -99.7% | +73.1% | -172.9% | -99.9% |
| 10Y | -99.8% | +310.7% | -410.6% | -100.0% |
| All | -100.0% | +671.3% | -771.3% | -100.0% |
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