-82.1%
SVC vs VOO
+78.8%
-160.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.6% | +6.6% |
| 7D | -11.9% | -0.6% | -11.3% | -10.9% |
| 30D | -22.9% | -3.6% | -19.2% | -18.9% |
| 3M | -31.8% | -2.7% | -29.1% | -29.1% |
| 6M | -32.4% | +2.2% | -34.6% | -34.1% |
| YTD | -39.0% | +10.9% | -49.9% | -46.5% |
| 1Y | -41.2% | +11.3% | -52.6% | -48.9% |
| 3Y | -82.1% | +76.9% | -159.0% | -92.3% |
| All | -82.1% | +78.8% | -160.9% | -92.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling