+240.1%
VAL vs VOO
+94.9%
+145.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.3% |
| 7D | +4.3% | +3.3% | +1.0% | +0.7% |
| 30D | -5.8% | -2.7% | -3.1% | -3.3% |
| 3M | -5.4% | -1.7% | -3.7% | -4.0% |
| 6M | -17.1% | +3.1% | -20.2% | -20.6% |
| YTD | +59.9% | +11.9% | +48.0% | +39.2% |
| 1Y | +43.0% | +12.1% | +30.9% | +24.3% |
| 3Y | +17.5% | +78.6% | -61.1% | -36.5% |
| 5Y | +126.6% | +73.8% | +52.8% | +28.2% |
| All | +240.1% | +94.9% | +145.2% | +66.4% |
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