-55.3%
SVV vs VOO
+82.8%
-138.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.6% |
| 7D | +0.8% | +0.5% | +0.2% | +0.3% |
| 30D | -16.3% | -0.9% | -15.4% | -15.6% |
| 3M | +12.7% | +3.9% | +8.8% | +9.2% |
| 6M | +17.2% | +14.5% | +2.6% | +4.9% |
| YTD | +9.5% | +13.0% | -3.4% | -0.9% |
| 1Y | -18.2% | +19.4% | -37.7% | -29.1% |
| 3Y | -55.2% | +78.9% | -134.1% | -75.5% |
| All | -55.3% | +82.8% | -138.1% | -75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling