+36.4%
VEL vs VOO
+155.7%
-119.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.6% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | +4.3% | +0.1% | +4.2% | +4.2% |
| 3M | +5.6% | +2.0% | +3.6% | +2.7% |
| 6M | +0.5% | +13.0% | -12.5% | -13.3% |
| YTD | -11.2% | +13.6% | -24.8% | -24.0% |
| 1Y | -2.4% | +20.1% | -22.5% | -22.3% |
| 3Y | +51.1% | +77.6% | -26.5% | -29.8% |
| 5Y | +46.5% | +82.4% | -35.9% | -36.0% |
| All | +36.4% | +155.7% | -119.3% | -67.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling