+547.8%
SPYV vs VOO
+798.5%
-250.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | 0.0% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +3.1% | -3.3% | +6.5% | +6.2% |
| 3M | +2.4% | -2.4% | +4.8% | +4.4% |
| 6M | +8.0% | +2.6% | +5.4% | +5.2% |
| YTD | +14.7% | +11.3% | +3.4% | +3.6% |
| 1Y | +17.6% | +13.4% | +4.2% | +4.4% |
| 3Y | +63.2% | +80.3% | -17.1% | -6.2% |
| 5Y | +71.9% | +72.7% | -0.8% | +1.9% |
| 10Y | +212.8% | +310.0% | -97.2% | -19.3% |
| All | +547.8% | +798.5% | -250.7% | -23.0% |
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