-99.8%
VELO vs VOO
+82.3%
-182.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +4.1% |
| 7D | +6.3% | +0.5% | +5.8% | +5.1% |
| 30D | -15.5% | -0.9% | -14.6% | -13.7% |
| 3M | -26.3% | +3.9% | -30.2% | -30.0% |
| 6M | -1.2% | +14.5% | -15.8% | -20.0% |
| YTD | -13.0% | +13.0% | -25.9% | -27.5% |
| 1Y | +243.7% | +19.4% | +224.3% | +168.5% |
| 3Y | -98.5% | +78.9% | -177.3% | -99.5% |
| 5Y | -99.8% | +82.3% | -182.0% | -99.9% |
| All | -99.8% | +82.3% | -182.1% | -99.9% |
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