-93.6%
SVC vs VOO
+309.9%
-403.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.3% | -5.8% | -5.9% |
| 7D | -16.9% | -2.7% | -14.2% | -13.2% |
| 30D | -17.8% | -5.4% | -12.5% | -10.6% |
| 3M | -38.0% | -4.1% | -33.9% | -33.9% |
| 6M | -33.2% | +0.7% | -34.0% | -33.9% |
| YTD | -42.0% | +8.7% | -50.7% | -49.1% |
| 1Y | -48.0% | +11.0% | -58.9% | -55.8% |
| 3Y | -84.5% | +75.5% | -159.9% | -93.1% |
| 5Y | -88.7% | +68.4% | -157.0% | -94.5% |
| All | -93.6% | +309.9% | -403.5% | -98.6% |
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 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