-38.5%
SVC vs VOO
+13.0%
-51.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -2.2% |
| 7D | -14.0% | -0.9% | -13.1% | -13.1% |
| 30D | -8.2% | -2.3% | -5.8% | -6.5% |
| 3M | -33.0% | -1.2% | -31.9% | -32.1% |
| 6M | -31.5% | +3.3% | -34.9% | -31.6% |
| YTD | -39.8% | +12.3% | -52.1% | -35.0% |
| 1Y | -38.5% | +12.5% | -51.0% | -33.9% |
| All | -38.5% | +13.0% | -51.4% | -33.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling