+29.2%
VEL vs VOO
+144.0%
-114.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.4% | +8.6% | +9.1% |
| 7D | +9.4% | -4.7% | +14.1% | +15.0% |
| 30D | +17.4% | -5.9% | +23.2% | +25.0% |
| 3M | -1.2% | -4.5% | +3.3% | +3.4% |
| 6M | -9.7% | +1.9% | -11.6% | -12.7% |
| YTD | -15.9% | +8.4% | -24.3% | -24.6% |
| 1Y | -7.2% | +9.5% | -16.7% | -18.0% |
| 3Y | +35.7% | +75.3% | -39.6% | -36.8% |
| 5Y | +34.2% | +67.9% | -33.6% | -34.7% |
| All | +29.2% | +144.0% | -114.9% | -67.2% |
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 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