+40.3%
VEL vs VOO
+75.5%
-35.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +12.2% | -2.7% | +14.9% | +13.3% |
| 30D | +19.6% | -5.4% | +25.0% | +22.4% |
| 3M | -3.2% | -4.1% | +0.9% | -1.6% |
| 6M | -9.9% | +0.7% | -10.7% | -10.6% |
| YTD | -15.1% | +8.7% | -23.8% | -18.8% |
| 1Y | -5.9% | +11.0% | -16.9% | -11.1% |
| 3Y | +40.3% | +75.5% | -35.2% | -55.4% |
| All | +40.3% | +75.5% | -35.2% | -55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling