+21.2%
VEL vs VOO
+152.9%
-131.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -3.5% |
| 7D | -2.3% | -0.9% | -1.4% | -1.7% |
| 30D | +12.4% | -2.3% | +14.8% | +14.9% |
| 3M | -10.3% | -1.2% | -9.1% | -9.6% |
| 6M | -4.6% | +3.3% | -7.9% | -9.2% |
| YTD | -21.1% | +12.3% | -33.5% | -32.1% |
| 1Y | -12.0% | +12.5% | -24.5% | -24.5% |
| 3Y | +13.4% | +79.2% | -65.7% | -48.3% |
| 5Y | +25.2% | +75.7% | -50.4% | -42.4% |
| All | +21.2% | +152.9% | -131.7% | -70.5% |
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