+66.4%
VUG vs VOO
+75.1%
-8.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | 0.0% |
| 7D | -1.1% | -0.9% | -0.2% | +0.1% |
| 30D | -7.0% | -2.3% | -4.7% | -4.0% |
| 3M | -3.7% | -1.2% | -2.5% | -2.1% |
| 6M | -1.6% | +3.3% | -5.0% | -5.4% |
| YTD | +5.1% | +12.3% | -7.2% | -8.9% |
| 1Y | +3.8% | +12.5% | -8.7% | -10.3% |
| 3Y | +79.9% | +79.2% | +0.7% | -13.7% |
| 5Y | +66.4% | +75.7% | -9.3% | -16.1% |
| All | +66.4% | +75.1% | -8.8% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling