+451.9%
VTWO vs VOO
+792.1%
-340.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.6% |
| 7D | -2.4% | -0.8% | -1.6% | -1.5% |
| 30D | -4.6% | -1.1% | -3.5% | -3.4% |
| 3M | -0.3% | +3.9% | -4.2% | -4.5% |
| 6M | +14.8% | +13.6% | +1.2% | -0.5% |
| YTD | +17.9% | +12.7% | +5.2% | +3.2% |
| 1Y | +21.4% | +17.6% | +3.9% | +1.4% |
| 3Y | +63.1% | +77.3% | -14.2% | -13.7% |
| 5Y | +39.8% | +84.1% | -44.3% | -28.9% |
| 10Y | +173.8% | +323.5% | -149.8% | -46.1% |
| All | +451.9% | +792.1% | -340.2% | -57.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling