+21.6%
VAL vs VOO
+78.5%
-56.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.8% |
| 7D | +5.5% | +2.6% | +2.9% | +2.4% |
| 30D | -0.7% | -2.0% | +1.3% | +1.3% |
| 3M | -1.2% | -2.8% | +1.6% | +1.6% |
| 6M | -15.0% | +2.2% | -17.1% | -18.2% |
| YTD | +66.9% | +11.5% | +55.4% | +42.5% |
| 1Y | +48.8% | +13.5% | +35.3% | +23.9% |
| 3Y | +21.6% | +78.1% | -56.5% | -41.8% |
| All | +21.6% | +78.5% | -56.9% | -41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling