+57.2%
VTVT vs VOO
+76.2%
-19.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -5.7% | -1.2% | -4.5% | -4.6% |
| 30D | +4.4% | -2.0% | +6.4% | +6.5% |
| 3M | -4.0% | +2.8% | -6.9% | -6.9% |
| 6M | -5.5% | +15.5% | -21.0% | -17.8% |
| YTD | -21.4% | +12.2% | -33.6% | -29.6% |
| 1Y | +59.1% | +17.1% | +42.0% | +36.7% |
| 3Y | +57.2% | +75.7% | -18.5% | +30.1% |
| All | +57.2% | +76.2% | -19.0% | +30.1% |
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