+47.6%
VTS vs VOO
+107.0%
-59.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.1% |
| 7D | +5.5% | -0.8% | +6.3% | +6.0% |
| 30D | +15.3% | -1.1% | +16.4% | +16.1% |
| 3M | +14.5% | +3.9% | +10.6% | +11.0% |
| 6M | -1.1% | +13.6% | -14.7% | -11.3% |
| YTD | +2.2% | +12.7% | -10.5% | -7.7% |
| 1Y | -19.5% | +17.6% | -37.1% | -30.2% |
| 3Y | +4.3% | +77.3% | -73.0% | -37.4% |
| All | +47.6% | +107.0% | -59.4% | -20.4% |
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