+23.3%
VELO vs VOO
+12.0%
+11.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -1.7% |
| 7D | +2.3% | -0.6% | +2.9% | +5.3% |
| 30D | -30.3% | -3.6% | -26.7% | -17.3% |
| 3M | -53.4% | -2.7% | -50.6% | -46.5% |
| 6M | -55.1% | +2.2% | -57.4% | -55.3% |
| YTD | -56.0% | +10.9% | -66.9% | -66.6% |
| 1Y | +23.3% | +11.3% | +11.9% | -4.3% |
| All | +23.3% | +12.0% | +11.3% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling