+139.9%
VVR vs VOO
+817.1%
-677.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.2% |
| 7D | -0.3% | +0.1% | -0.5% | -0.4% |
| 30D | -1.1% | +0.1% | -1.1% | -1.1% |
| 3M | -0.8% | +2.0% | -2.8% | -1.7% |
| 6M | -1.9% | +13.0% | -14.9% | -7.2% |
| YTD | -2.6% | +13.6% | -16.2% | -8.2% |
| 1Y | -7.7% | +20.1% | -27.8% | -15.1% |
| 3Y | +7.8% | +77.6% | -69.8% | -17.4% |
| 5Y | +21.0% | +82.4% | -61.4% | -9.5% |
| 10Y | +67.7% | +316.8% | -249.2% | -13.5% |
| All | +139.9% | +817.1% | -677.2% | -11.2% |
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