+27.2%
VTN vs VOO
+317.9%
-290.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.5% |
| 7D | +4.1% | +0.1% | +4.1% | +4.1% |
| 30D | +9.7% | -3.3% | +13.0% | +10.4% |
| 3M | -8.0% | -2.4% | -5.6% | -7.6% |
| 6M | -4.7% | +2.6% | -7.3% | -5.3% |
| YTD | -4.7% | +11.3% | -16.0% | -6.9% |
| 1Y | +1.3% | +13.4% | -12.2% | -1.5% |
| 3Y | +34.7% | +80.3% | -45.5% | +18.4% |
| 5Y | +0.8% | +72.7% | -71.9% | -11.2% |
| 10Y | +27.2% | +310.0% | -282.8% | -8.3% |
| All | +27.2% | +317.9% | -290.7% | -8.3% |
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 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