+553.8%
VALU vs VOO
+798.5%
-244.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.1% | +2.5% |
| 7D | -3.4% | +0.1% | -3.4% | -3.6% |
| 30D | +1.7% | -3.3% | +5.0% | +4.3% |
| 3M | +16.0% | -2.4% | +18.4% | +17.8% |
| 6M | +29.6% | +2.6% | +27.0% | +25.6% |
| YTD | +19.4% | +11.3% | +8.1% | +7.3% |
| 1Y | +21.8% | +13.4% | +8.4% | +7.5% |
| 3Y | +9.4% | +80.3% | -70.9% | -36.7% |
| 5Y | +15.1% | +72.7% | -57.6% | -30.6% |
| 10Y | +222.5% | +310.0% | -87.5% | +5.3% |
| All | +553.8% | +798.5% | -244.6% | +23.8% |
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