+29.1%
VTN vs VOO
+311.2%
-282.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.1% | -1.4% |
| 7D | +1.0% | +3.3% | -2.3% | +0.3% |
| 30D | +8.2% | -2.7% | +10.9% | +8.8% |
| 3M | -7.0% | -1.7% | -5.3% | -6.7% |
| 6M | -5.2% | +3.1% | -8.3% | -5.9% |
| YTD | -6.5% | +11.9% | -18.4% | -8.7% |
| 1Y | -1.4% | +12.1% | -13.5% | -3.8% |
| 3Y | +32.1% | +78.6% | -46.5% | +16.3% |
| 5Y | -0.6% | +73.8% | -74.4% | -12.5% |
| All | +29.1% | +311.2% | -282.1% | -6.1% |
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