-25.2%
VALN vs VOO
+18.9%
-44.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.2% |
| 7D | -6.2% | -0.4% | -5.8% | -6.0% |
| 30D | +26.0% | -1.4% | +27.4% | +27.1% |
| 3M | +25.8% | +3.7% | +22.1% | +22.6% |
| 6M | -36.4% | +13.0% | -49.4% | -40.2% |
| YTD | -24.3% | +12.4% | -36.7% | -28.6% |
| 1Y | -25.2% | +18.6% | -43.8% | -34.0% |
| All | -25.2% | +18.9% | -44.1% | -34.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling