+24.6%
VALU vs VOO
+82.6%
-57.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +5.4% | +0.1% | +5.3% | +5.2% |
| 30D | +9.6% | +0.1% | +9.5% | +9.4% |
| 3M | +19.9% | +2.0% | +17.9% | +17.1% |
| 6M | +6.5% | +13.0% | -6.6% | -5.9% |
| YTD | +3.3% | +13.6% | -10.3% | -9.2% |
| 1Y | +7.1% | +20.1% | -13.0% | -11.0% |
| 3Y | -18.9% | +77.6% | -96.5% | -56.2% |
| All | +24.6% | +82.6% | -57.9% | -38.0% |
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 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