+160.9%
VVX vs VOO
+325.3%
-164.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.2% |
| 7D | -2.6% | -0.8% | -1.9% | -2.0% |
| 30D | -11.4% | -1.1% | -10.3% | -10.5% |
| 3M | -19.8% | +3.9% | -23.7% | -22.7% |
| 6M | +2.7% | +13.6% | -11.0% | -8.7% |
| YTD | +32.4% | +12.7% | +19.7% | +18.5% |
| 1Y | +32.2% | +17.6% | +14.6% | +14.2% |
| 3Y | +50.1% | +77.3% | -27.2% | -9.2% |
| 5Y | +49.6% | +84.1% | -34.5% | -13.7% |
| All | +160.9% | +325.3% | -164.4% | -29.4% |
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