+68.7%
VVR vs VOO
+314.0%
-245.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.6% |
| 7D | +0.3% | +0.5% | -0.2% | +0.1% |
| 30D | +0.3% | -0.9% | +1.2% | +0.7% |
| 3M | +0.2% | +3.9% | -3.7% | -1.7% |
| 6M | +1.4% | +14.5% | -13.2% | -5.2% |
| YTD | -2.3% | +13.0% | -15.2% | -8.0% |
| 1Y | -6.9% | +19.4% | -26.3% | -14.7% |
| 3Y | +8.7% | +78.9% | -70.2% | -19.0% |
| 5Y | +21.2% | +82.3% | -61.1% | -11.6% |
| 10Y | +68.7% | +314.2% | -245.6% | -16.6% |
| All | +68.7% | +314.0% | -245.4% | -16.6% |
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