+61.1%
VZ vs VOO
+314.0%
-252.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +0.2% | +0.5% | -0.3% | 0.0% |
| 30D | +7.1% | -0.9% | +8.1% | +7.5% |
| 3M | +12.8% | +3.9% | +8.9% | +11.1% |
| 6M | +1.8% | +14.5% | -12.7% | -3.6% |
| YTD | +30.0% | +13.0% | +17.0% | +23.5% |
| 1Y | +24.3% | +19.4% | +4.9% | +15.4% |
| 3Y | +84.3% | +78.9% | +5.4% | +41.6% |
| 5Y | +25.9% | +82.3% | -56.3% | -5.3% |
| 10Y | +61.1% | +314.2% | -253.1% | -26.3% |
| All | +61.1% | +314.0% | -252.9% | -26.3% |
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