-74.7%
VALN vs VOO
+96.7%
-171.4%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | -6.2% | -0.4% | -5.8% | -5.8% |
| 30D | +26.0% | -1.4% | +27.4% | +27.8% |
| 3M | +25.8% | +3.7% | +22.1% | +20.9% |
| 6M | -36.4% | +13.0% | -49.4% | -44.5% |
| YTD | -24.3% | +12.4% | -36.7% | -33.5% |
| 1Y | -25.2% | +18.6% | -43.8% | -37.9% |
| 3Y | -51.3% | +78.1% | -129.3% | -74.0% |
| 5Y | -86.4% | +82.3% | -168.6% | -93.7% |
| All | -74.7% | +96.7% | -171.4% | -88.7% |
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