+22.8%
VEL vs VOO
+72.6%
-49.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | -9.4% | +2.6% | -11.9% | -10.9% |
| 30D | +9.9% | -2.0% | +11.9% | +11.1% |
| 3M | -11.7% | -2.8% | -8.9% | -10.3% |
| 6M | -7.9% | +2.2% | -10.1% | -9.8% |
| YTD | -23.0% | +11.5% | -34.5% | -29.1% |
| 1Y | -13.1% | +13.5% | -26.6% | -21.0% |
| 3Y | +13.0% | +78.1% | -65.1% | -30.4% |
| All | +22.8% | +72.6% | -49.8% | -25.8% |
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