+23.7%
VEL vs VOO
+149.7%
-126.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -4.9% |
| 7D | +6.0% | -0.6% | +6.6% | +6.3% |
| 30D | +13.4% | -3.6% | +17.1% | +17.7% |
| 3M | -8.7% | -2.7% | -6.0% | -6.4% |
| 6M | -8.4% | +2.2% | -10.6% | -11.7% |
| YTD | -19.5% | +10.9% | -30.4% | -29.6% |
| 1Y | -9.4% | +11.3% | -20.7% | -21.3% |
| 3Y | +15.8% | +76.9% | -61.1% | -46.5% |
| 5Y | +27.9% | +73.5% | -45.7% | -40.4% |
| All | +23.7% | +149.7% | -126.0% | -69.4% |
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 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