-93.4%
SVC vs VOO
+314.4%
-407.8%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -3.1% |
| 7D | -14.0% | -0.9% | -13.1% | -12.6% |
| 30D | -8.2% | -2.3% | -5.8% | -4.9% |
| 3M | -33.0% | -1.2% | -31.9% | -31.7% |
| 6M | -31.5% | +3.3% | -34.9% | -34.8% |
| YTD | -39.8% | +12.3% | -52.1% | -49.6% |
| 1Y | -38.5% | +12.5% | -51.0% | -48.7% |
| 3Y | -82.4% | +79.2% | -161.5% | -92.4% |
| 5Y | -87.3% | +75.7% | -163.0% | -94.2% |
| 10Y | -93.4% | +313.7% | -407.1% | -98.7% |
| All | -93.4% | +314.4% | -407.8% | -98.7% |
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 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