+13.3%
VTN vs VOO
+314.0%
-300.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -1.6% | +0.5% | -2.1% | -1.7% |
| 30D | -8.3% | -0.9% | -7.3% | -8.1% |
| 3M | -3.7% | +3.9% | -7.6% | -4.5% |
| 6M | -2.3% | +14.5% | -16.9% | -5.1% |
| YTD | -5.0% | +13.0% | -17.9% | -7.4% |
| 1Y | +8.2% | +19.4% | -11.2% | +4.2% |
| 3Y | +32.5% | +78.9% | -46.4% | +16.7% |
| 5Y | +2.0% | +82.3% | -80.2% | -11.0% |
| 10Y | +13.3% | +314.2% | -300.9% | -15.0% |
| All | +13.3% | +314.0% | -300.7% | -15.0% |
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 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