+325.1%
SPLV vs VOO
+648.0%
-322.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.4% |
| 7D | -0.9% | -0.4% | -0.5% | -0.6% |
| 30D | -2.0% | -1.4% | -0.7% | -1.1% |
| 3M | +1.1% | +3.7% | -2.6% | -1.7% |
| 6M | -1.3% | +13.0% | -14.4% | -9.8% |
| YTD | +5.2% | +12.4% | -7.2% | -3.7% |
| 1Y | +3.5% | +18.6% | -15.1% | -8.9% |
| 3Y | +29.7% | +78.1% | -48.4% | -16.3% |
| 5Y | +28.9% | +82.3% | -53.3% | -19.6% |
| 10Y | +123.9% | +322.5% | -198.6% | -27.8% |
| All | +325.1% | +648.0% | -322.9% | -8.4% |
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