+204.3%
VTOL vs VOO
+315.9%
-111.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.4% |
| 7D | -0.9% | +0.1% | -1.0% | -1.1% |
| 30D | -1.8% | +0.1% | -1.9% | -1.9% |
| 3M | +3.2% | +2.0% | +1.2% | +0.4% |
| 6M | -2.6% | +13.0% | -15.7% | -16.6% |
| YTD | +19.3% | +13.6% | +5.7% | +1.6% |
| 1Y | +17.0% | +20.1% | -3.1% | -7.2% |
| 3Y | +56.4% | +77.6% | -21.2% | -23.2% |
| 5Y | +25.6% | +82.4% | -56.9% | -40.3% |
| All | +204.3% | +315.9% | -111.7% | -51.4% |
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