-86.9%
SVC vs VOO
+777.9%
-864.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.3% | -5.8% | -5.9% |
| 7D | -16.9% | -2.7% | -14.2% | -13.4% |
| 30D | -17.8% | -5.4% | -12.5% | -11.0% |
| 3M | -38.0% | -4.1% | -33.9% | -34.1% |
| 6M | -33.2% | +0.7% | -34.0% | -33.8% |
| YTD | -42.0% | +8.7% | -50.7% | -48.7% |
| 1Y | -48.0% | +11.0% | -58.9% | -55.4% |
| 3Y | -84.5% | +75.5% | -159.9% | -92.7% |
| 5Y | -88.7% | +68.4% | -157.0% | -94.2% |
| 10Y | -93.4% | +315.7% | -409.1% | -98.7% |
| All | -86.9% | +777.9% | -864.7% | -99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling