-57.9%
SVV vs VOO
+80.9%
-138.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.5% |
| 7D | -6.1% | -2.0% | -4.2% | -4.4% |
| 30D | -18.3% | -1.7% | -16.6% | -17.0% |
| 3M | +1.3% | +4.7% | -3.5% | -2.4% |
| 6M | +13.8% | +12.6% | +1.3% | +3.5% |
| YTD | +3.2% | +11.8% | -8.5% | -5.7% |
| 1Y | -23.7% | +17.5% | -41.3% | -33.0% |
| 3Y | -57.8% | +77.0% | -134.8% | -76.7% |
| All | -57.9% | +80.9% | -138.8% | -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 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