-73.9%
VALN vs VOO
+98.7%
-172.6%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.0% |
| 7D | +7.2% | +0.1% | +7.0% | +7.0% |
| 30D | +31.7% | +0.1% | +31.7% | +31.6% |
| 3M | +21.5% | +2.0% | +19.5% | +18.8% |
| 6M | -37.2% | +13.0% | -50.2% | -45.1% |
| YTD | -21.9% | +13.6% | -35.5% | -32.1% |
| 1Y | -22.1% | +20.1% | -42.1% | -36.1% |
| 3Y | -50.6% | +77.6% | -128.1% | -73.5% |
| 5Y | -85.6% | +82.4% | -168.1% | -93.3% |
| All | -73.9% | +98.7% | -172.6% | -88.4% |
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 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