-48.0%
SVC vs VOO
+9.9%
-57.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.3% | -5.8% | -5.7% |
| 7D | -16.9% | -2.7% | -14.2% | -14.7% |
| 30D | -17.8% | -5.4% | -12.5% | -14.5% |
| 3M | -38.0% | -4.1% | -33.9% | -35.8% |
| 6M | -33.2% | +0.7% | -34.0% | -31.8% |
| YTD | -42.0% | +8.7% | -50.7% | -35.8% |
| 1Y | -48.0% | +11.0% | -58.9% | -42.7% |
| All | -48.0% | +9.9% | -57.9% | -42.7% |
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 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