+28.4%
VEL vs VOO
+78.4%
-50.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | -0.9% |
| 7D | +9.4% | +0.1% | +9.3% | +9.1% |
| 30D | +19.8% | -3.3% | +23.1% | +21.5% |
| 3M | -4.4% | -2.4% | -2.0% | -3.5% |
| 6M | -3.2% | +2.6% | -5.8% | -4.8% |
| YTD | -15.0% | +11.3% | -26.3% | -19.6% |
| 1Y | -6.7% | +13.4% | -20.1% | -12.7% |
| 3Y | +28.4% | +80.3% | -51.9% | -65.5% |
| All | +28.4% | +78.4% | -50.1% | -65.5% |
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 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