+242.0%
VZ vs VOO
+777.9%
-535.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.1% |
| 7D | +2.1% | -2.7% | +4.9% | +3.3% |
| 30D | +1.4% | -5.4% | +6.7% | +3.6% |
| 3M | -1.3% | -4.1% | +2.8% | +0.3% |
| 6M | -0.5% | +0.7% | -1.3% | -1.4% |
| YTD | +19.6% | +8.7% | +10.9% | +14.2% |
| 1Y | +22.4% | +11.0% | +11.4% | +15.6% |
| 3Y | +55.9% | +75.5% | -19.6% | +15.7% |
| 5Y | +20.4% | +68.4% | -47.9% | -9.8% |
| 10Y | +66.9% | +315.7% | -248.8% | -28.1% |
| All | +242.0% | +777.9% | -535.9% | -5.3% |
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 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