-9.5%
VTS vs VOO
+79.7%
-89.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +1.8% |
| 7D | +3.8% | -0.9% | +4.7% | +4.2% |
| 30D | -12.7% | -2.3% | -10.3% | -11.7% |
| 3M | -4.9% | -1.2% | -3.7% | -4.6% |
| 6M | -13.1% | +3.3% | -16.4% | -15.8% |
| YTD | -15.0% | +12.3% | -27.3% | -23.1% |
| 1Y | -22.3% | +12.5% | -34.8% | -29.9% |
| All | -9.5% | +79.7% | -89.3% | -52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling