-99.9%
VELO vs VOO
+72.0%
-171.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.3% | +9.3% | +6.8% |
| 7D | +8.7% | +0.1% | +8.6% | +9.6% |
| 30D | -28.1% | -3.3% | -24.8% | -21.6% |
| 3M | -56.0% | -2.4% | -53.6% | -52.7% |
| 6M | -53.7% | +2.6% | -56.3% | -53.2% |
| YTD | -54.7% | +11.3% | -65.9% | -60.3% |
| 1Y | +32.3% | +13.4% | +18.8% | +13.5% |
| 3Y | -99.1% | +80.3% | -179.4% | -99.7% |
| 5Y | -99.9% | +72.7% | -172.6% | -100.0% |
| All | -99.9% | +72.0% | -171.9% | -100.0% |
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 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