-1.6%
VVV vs VOO
+82.8%
-84.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.4% |
| 7D | -4.6% | -0.8% | -3.9% | -4.0% |
| 30D | -8.3% | -1.1% | -7.2% | -7.5% |
| 3M | -19.2% | +3.9% | -23.1% | -21.8% |
| 6M | -12.0% | +13.6% | -25.7% | -20.9% |
| YTD | +5.1% | +12.7% | -7.6% | -4.9% |
| 1Y | -24.7% | +17.6% | -42.2% | -34.3% |
| 3Y | -8.3% | +77.3% | -85.6% | -43.7% |
| All | -1.6% | +82.8% | -84.4% | -40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling