+236.6%
VAL vs VOO
+89.3%
+147.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +2.9% |
| 7D | -24.3% | -2.7% | -21.5% | -22.0% |
| 30D | -2.5% | -5.4% | +2.8% | +3.1% |
| 3M | +3.3% | -4.1% | +7.4% | +7.5% |
| 6M | -14.0% | +0.7% | -14.8% | -15.6% |
| YTD | +58.3% | +8.7% | +49.5% | +42.2% |
| 1Y | +47.5% | +11.0% | +36.5% | +29.5% |
| 3Y | +19.1% | +75.5% | -56.3% | -34.3% |
| 5Y | +128.6% | +68.4% | +60.2% | +33.9% |
| All | +236.6% | +89.3% | +147.3% | +69.9% |
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 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