+10.2%
VALU vs VOO
+68.0%
-57.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.5% |
| 7D | +0.3% | -2.7% | +3.0% | +2.5% |
| 30D | -3.9% | -5.4% | +1.5% | +0.6% |
| 3M | +18.2% | -4.1% | +22.3% | +21.9% |
| 6M | +24.2% | +0.7% | +23.4% | +21.8% |
| YTD | +14.3% | +8.7% | +5.5% | +3.7% |
| 1Y | +20.3% | +11.0% | +9.3% | +6.8% |
| 3Y | +12.8% | +75.5% | -62.7% | -40.3% |
| All | +10.2% | +68.0% | -57.8% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling