+233.8%
VVX vs VOO
+370.7%
-136.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.1% |
| 7D | -4.1% | -0.4% | -3.7% | -3.8% |
| 30D | -13.3% | -1.4% | -11.9% | -12.2% |
| 3M | -15.9% | +3.7% | -19.6% | -18.9% |
| 6M | -1.6% | +13.0% | -14.6% | -12.2% |
| YTD | +31.8% | +12.4% | +19.4% | +18.2% |
| 1Y | +31.6% | +18.6% | +13.0% | +12.7% |
| 3Y | +50.7% | +78.1% | -27.4% | -9.6% |
| 5Y | +46.2% | +82.3% | -36.0% | -15.2% |
| 10Y | +164.3% | +322.5% | -158.3% | -29.5% |
| All | +233.8% | +370.7% | -136.9% | -16.8% |
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