+154.5%
SVAL vs VOO
+154.4%
+0.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.4% |
| 7D | +1.3% | +0.5% | +0.8% | +0.8% |
| 30D | -1.4% | -0.9% | -0.5% | -0.5% |
| 3M | +8.4% | +3.9% | +4.5% | +4.3% |
| 6M | +20.5% | +14.5% | +6.0% | +5.4% |
| YTD | +27.2% | +13.0% | +14.3% | +12.8% |
| 1Y | +30.0% | +19.4% | +10.6% | +9.1% |
| 3Y | +70.9% | +78.9% | -7.9% | -2.5% |
| 5Y | +63.5% | +82.3% | -18.8% | -8.3% |
| All | +154.5% | +154.4% | +0.1% | -3.0% |
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 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