+535.8%
SPYV vs VOO
+817.1%
-281.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +0.7% | +0.1% | +0.6% | +0.6% |
| 3M | +3.8% | +2.0% | +1.8% | +1.8% |
| 6M | +8.2% | +13.0% | -4.8% | -3.4% |
| YTD | +12.6% | +13.6% | -1.0% | 0.0% |
| 1Y | +18.1% | +20.1% | -2.0% | -0.3% |
| 3Y | +54.6% | +77.6% | -23.0% | -9.7% |
| 5Y | +73.2% | +82.4% | -9.2% | -2.3% |
| 10Y | +208.8% | +316.8% | -108.0% | -21.3% |
| All | +535.8% | +817.1% | -281.3% | -25.7% |
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