+156.9%
SVAL vs VOO
+155.9%
+1.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +0.5% | +0.1% | +0.4% | +0.4% |
| 3M | +9.0% | +2.0% | +7.0% | +6.7% |
| 6M | +16.8% | +13.0% | +3.8% | +3.5% |
| YTD | +28.4% | +13.6% | +14.8% | +13.2% |
| 1Y | +31.0% | +20.1% | +10.9% | +9.4% |
| 3Y | +64.7% | +77.6% | -12.9% | -5.4% |
| 5Y | +61.7% | +82.4% | -20.8% | -9.3% |
| All | +156.9% | +155.9% | +1.0% | -2.6% |
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