+58.0%
VZ vs VOO
+79.1%
-21.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.9% | +3.3% | -2.3% | +1.1% |
| 30D | +6.9% | -2.7% | +9.6% | +6.8% |
| 3M | +0.6% | -1.7% | +2.4% | +0.5% |
| 6M | +0.3% | +3.1% | -2.8% | +0.3% |
| YTD | +21.9% | +11.9% | +10.0% | +21.7% |
| 1Y | +21.7% | +12.1% | +9.6% | +21.5% |
| All | +58.0% | +79.1% | -21.1% | +50.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling