+27.9%
VEL vs VOO
+72.8%
-44.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -5.1% |
| 7D | +6.0% | -0.6% | +6.6% | +6.2% |
| 30D | +13.4% | -3.6% | +17.1% | +16.0% |
| 3M | -8.7% | -2.7% | -6.0% | -7.3% |
| 6M | -8.4% | +2.2% | -10.6% | -10.3% |
| YTD | -19.5% | +10.9% | -30.4% | -25.6% |
| 1Y | -9.4% | +11.3% | -20.7% | -16.5% |
| 3Y | +15.8% | +76.9% | -61.1% | -28.3% |
| 5Y | +27.9% | +73.5% | -45.7% | -23.2% |
| All | +27.9% | +72.8% | -44.9% | -23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling