+65.5%
VZ vs VOO
+317.9%
-252.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | 0.0% |
| 7D | +2.2% | +0.1% | +2.2% | +2.2% |
| 30D | +10.6% | -3.3% | +13.9% | +11.8% |
| 3M | -0.6% | -2.4% | +1.8% | +0.1% |
| 6M | +0.7% | +2.6% | -1.9% | -0.6% |
| YTD | +20.6% | +11.3% | +9.3% | +15.1% |
| 1Y | +22.7% | +13.4% | +9.3% | +16.1% |
| 3Y | +57.2% | +80.3% | -23.1% | +20.3% |
| 5Y | +21.4% | +72.7% | -51.3% | -6.3% |
| 10Y | +65.5% | +310.0% | -244.5% | -22.8% |
| All | +65.5% | +317.9% | -252.4% | -22.8% |
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 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