+18.3%
VEL vs VOO
+151.1%
-132.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | -9.4% | +2.6% | -11.9% | -12.0% |
| 30D | +9.9% | -2.0% | +11.9% | +11.8% |
| 3M | -11.7% | -2.8% | -8.9% | -9.4% |
| 6M | -7.9% | +2.2% | -10.1% | -11.2% |
| YTD | -23.0% | +11.5% | -34.5% | -33.2% |
| 1Y | -13.1% | +13.5% | -26.6% | -26.2% |
| 3Y | +13.0% | +78.1% | -65.1% | -48.2% |
| 5Y | +23.3% | +73.1% | -49.8% | -42.1% |
| All | +18.3% | +151.1% | -132.8% | -70.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling