+8.2%
VTN vs VOO
+19.5%
-11.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -1.6% | +0.5% | -2.1% | -1.8% |
| 30D | -8.3% | -0.9% | -7.3% | -8.0% |
| 3M | -3.7% | +3.9% | -7.6% | -4.7% |
| 6M | -2.3% | +14.5% | -16.9% | -6.4% |
| YTD | -5.0% | +13.0% | -17.9% | -8.7% |
| 1Y | +8.2% | +19.4% | -11.2% | +2.2% |
| All | +8.2% | +19.5% | -11.2% | +2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling