-67.3%
SVCO vs VOO
+51.2%
-118.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.8% |
| 7D | -1.1% | -1.2% | +0.2% | +1.1% |
| 30D | -10.9% | -2.0% | -8.9% | -7.6% |
| 3M | -46.8% | +2.8% | -49.7% | -48.6% |
| 6M | +28.6% | +15.5% | +13.1% | +4.7% |
| YTD | +59.8% | +12.2% | +47.6% | +37.0% |
| 1Y | +27.9% | +17.1% | +10.8% | +3.8% |
| All | -67.3% | +51.2% | -118.6% | -78.7% |
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 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