+45.6%
VVV vs VOO
+313.7%
-268.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.5% |
| 7D | -4.7% | -0.4% | -4.4% | -4.4% |
| 30D | -10.1% | -1.4% | -8.7% | -8.9% |
| 3M | -18.3% | +3.7% | -22.0% | -21.1% |
| 6M | -12.9% | +13.0% | -25.9% | -22.3% |
| YTD | +4.3% | +12.4% | -8.1% | -6.6% |
| 1Y | -23.7% | +18.6% | -42.3% | -35.1% |
| 3Y | -10.4% | +78.1% | -88.5% | -48.3% |
| 5Y | -1.7% | +82.3% | -83.9% | -44.8% |
| All | +45.6% | +313.7% | -268.1% | -58.7% |
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