+98.1%
VTOL vs VOO
+314.4%
-216.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.9% | +0.6% |
| 7D | +5.5% | -0.9% | +6.4% | +6.7% |
| 30D | +0.3% | -2.3% | +2.7% | +3.0% |
| 3M | -10.8% | -1.2% | -9.6% | -9.8% |
| 6M | -2.6% | +3.3% | -5.9% | -6.9% |
| YTD | +13.2% | +12.3% | +0.8% | -2.5% |
| 1Y | +7.7% | +12.5% | -4.8% | -7.5% |
| 3Y | +53.5% | +79.2% | -25.7% | -25.4% |
| 5Y | +13.1% | +75.7% | -62.5% | -43.6% |
| 10Y | +98.1% | +313.7% | -215.6% | -65.2% |
| All | +98.1% | +314.4% | -216.3% | -65.2% |
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 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