+810.9%
VOO price history and return analytics
+418.0%
+393.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +2.6% | +2.4% | +0.2% | +0.3% |
| 30D | -2.0% | -1.5% | -0.5% | -0.5% |
| 3M | -2.8% | -4.1% | +1.4% | +1.2% |
| 6M | +2.2% | +0.6% | +1.6% | +1.5% |
| YTD | +11.5% | +11.0% | +0.5% | +0.6% |
| 1Y | +13.5% | +13.3% | +0.1% | +0.4% |
| 3Y | +78.1% | +73.4% | +4.7% | +4.9% |
| 5Y | +73.1% | +57.4% | +15.7% | +12.0% |
| 10Y | +310.7% | +221.7% | +89.0% | +39.3% |
| All | +810.9% | +418.0% | +393.0% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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