+30.3%
SVCO vs VOO
+18.2%
+12.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.2% | +1.2% |
| 7D | +2.6% | -0.8% | +3.4% | +4.3% |
| 30D | -9.3% | -1.1% | -8.3% | -7.1% |
| 3M | -41.5% | +3.9% | -45.4% | -45.1% |
| 6M | +101.5% | +13.6% | +87.9% | +68.3% |
| YTD | +65.7% | +12.7% | +53.0% | +42.3% |
| 1Y | +30.3% | +17.6% | +12.7% | +12.1% |
| All | +30.3% | +18.2% | +12.1% | +12.1% |
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