+63.6%
VVR vs VOO
+311.2%
-247.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -1.1% | +3.3% | -4.3% | -2.6% |
| 30D | -1.1% | -2.7% | +1.6% | +0.1% |
| 3M | -2.2% | -1.7% | -0.4% | -1.5% |
| 6M | -2.3% | +3.1% | -5.4% | -3.9% |
| YTD | -4.1% | +11.9% | -16.0% | -9.4% |
| 1Y | -5.0% | +12.1% | -17.1% | -10.4% |
| 3Y | +1.9% | +78.6% | -76.6% | -24.2% |
| 5Y | +15.0% | +73.8% | -58.8% | -14.2% |
| All | +63.6% | +311.2% | -247.6% | -18.6% |
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 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