+143.0%
VVR vs VOO
+777.9%
-634.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.6% |
| 7D | +1.0% | -2.7% | +3.8% | +2.2% |
| 30D | +2.1% | -5.4% | +7.4% | +4.5% |
| 3M | +0.9% | -4.1% | +5.0% | +2.7% |
| 6M | -0.1% | +0.7% | -0.9% | -0.7% |
| YTD | -1.3% | +8.7% | -10.1% | -5.2% |
| 1Y | -0.9% | +11.0% | -11.8% | -5.7% |
| 3Y | +5.9% | +75.5% | -69.6% | -18.5% |
| 5Y | +18.8% | +68.4% | -49.6% | -7.9% |
| 10Y | +71.6% | +315.7% | -244.1% | -11.2% |
| All | +143.0% | +777.9% | -634.8% | -8.4% |
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