-78.6%
VALN vs VOO
+94.7%
-173.3%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.4% | +0.3% |
| 7D | +6.4% | +0.1% | +6.3% | +6.1% |
| 30D | -2.1% | -3.3% | +1.2% | +1.3% |
| 3M | +6.8% | -2.4% | +9.2% | +9.3% |
| 6M | +1.3% | +2.6% | -1.3% | -1.7% |
| YTD | -35.8% | +11.3% | -47.1% | -43.1% |
| 1Y | -35.1% | +13.4% | -48.5% | -43.6% |
| 3Y | -58.8% | +80.3% | -139.1% | -78.4% |
| 5Y | -86.0% | +72.7% | -158.7% | -93.2% |
| All | -78.6% | +94.7% | -173.3% | -90.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling