-57.4%
SVV vs VOO
+82.4%
-139.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.4% |
| 7D | -6.7% | -0.8% | -5.9% | -6.0% |
| 30D | -9.0% | -1.1% | -7.9% | -8.0% |
| 3M | -2.2% | +3.9% | -6.1% | -5.2% |
| 6M | +21.4% | +13.6% | +7.8% | +9.5% |
| YTD | +4.4% | +12.7% | -8.3% | -5.3% |
| 1Y | -23.4% | +17.6% | -41.0% | -32.8% |
| 3Y | -56.3% | +77.3% | -133.7% | -75.9% |
| All | -57.4% | +82.4% | -139.8% | -77.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling