+65.8%
VTN vs VOO
+817.1%
-751.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | -6.2% | +0.1% | -6.3% | -6.2% |
| 3M | -3.9% | +2.0% | -5.9% | -4.2% |
| 6M | -4.2% | +13.0% | -17.3% | -6.2% |
| YTD | -4.8% | +13.6% | -18.4% | -6.8% |
| 1Y | +10.8% | +20.1% | -9.3% | +7.4% |
| 3Y | +30.6% | +77.6% | -47.0% | +18.5% |
| 5Y | +1.9% | +82.4% | -80.5% | -8.4% |
| 10Y | +12.8% | +316.8% | -304.0% | -9.0% |
| All | +65.8% | +817.1% | -751.3% | +29.7% |
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