+233.0%
VAL vs VOO
+93.1%
+139.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | -12.3% | -0.6% | -11.7% | -11.9% |
| 30D | -5.7% | -3.6% | -2.0% | -2.1% |
| 3M | -7.7% | -2.7% | -5.0% | -5.4% |
| 6M | -16.9% | +2.2% | -19.2% | -19.8% |
| YTD | +56.6% | +10.9% | +45.7% | +37.6% |
| 1Y | +41.0% | +11.3% | +29.6% | +23.4% |
| 3Y | +15.0% | +76.9% | -61.9% | -37.2% |
| 5Y | +122.4% | +73.5% | +48.9% | +25.7% |
| All | +233.0% | +93.1% | +139.9% | +64.5% |
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