+209.6%
SVM vs VOO
+81.6%
+128.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.4% | +1.5% |
| 7D | -1.8% | -0.4% | -1.4% | -1.4% |
| 30D | +2.8% | -1.4% | +4.2% | +4.4% |
| 3M | +24.6% | +3.7% | +20.9% | +20.6% |
| 6M | +8.6% | +13.0% | -4.5% | -2.4% |
| YTD | +50.6% | +12.4% | +38.2% | +36.5% |
| 1Y | +156.9% | +18.6% | +138.3% | +122.7% |
| 3Y | +431.9% | +78.1% | +353.8% | +216.9% |
| 5Y | +209.6% | +82.3% | +127.3% | +71.9% |
| All | +209.6% | +81.6% | +128.0% | +71.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling