+165.7%
SVM vs VOO
+21.4%
+144.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.5% | 0.0% |
| 7D | -2.6% | +0.3% | -2.9% | -3.1% |
| 30D | +28.4% | +0.2% | +28.2% | +27.8% |
| 3M | +7.0% | +2.8% | +4.2% | +1.3% |
| 6M | +6.4% | +14.3% | -7.8% | -17.8% |
| YTD | +57.4% | +14.0% | +43.3% | +22.1% |
| All | +165.7% | +21.4% | +144.3% | +65.3% |
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 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