+46.7%
VVV vs VOO
+314.7%
-268.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.4% |
| 7D | -4.6% | -0.8% | -3.9% | -3.9% |
| 30D | -8.3% | -1.1% | -7.2% | -7.4% |
| 3M | -19.2% | +3.9% | -23.1% | -22.1% |
| 6M | -12.0% | +13.6% | -25.7% | -21.9% |
| YTD | +5.1% | +12.7% | -7.6% | -6.1% |
| 1Y | -24.7% | +17.6% | -42.2% | -35.4% |
| 3Y | -8.3% | +77.3% | -85.6% | -46.8% |
| 5Y | +0.1% | +84.1% | -84.1% | -44.4% |
| All | +46.7% | +314.7% | -268.0% | -58.4% |
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 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