+205.5%
SPYV vs VOO
+314.0%
-108.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -0.1% | +0.5% | -0.7% | -0.6% |
| 30D | -0.1% | -0.9% | +0.8% | +0.7% |
| 3M | +4.6% | +3.9% | +0.7% | +1.0% |
| 6M | +9.8% | +14.5% | -4.8% | -2.8% |
| YTD | +11.9% | +13.0% | -1.0% | +0.2% |
| 1Y | +18.0% | +19.4% | -1.4% | +0.6% |
| 3Y | +55.2% | +78.9% | -23.6% | -8.7% |
| 5Y | +73.5% | +82.3% | -8.8% | -0.6% |
| 10Y | +205.5% | +314.2% | -108.7% | -20.5% |
| All | +205.5% | +314.0% | -108.5% | -20.5% |
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