-99.8%
VELO vs VOO
+117.0%
-216.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +1.0% |
| 7D | -2.2% | +0.1% | -2.3% | -2.4% |
| 30D | -8.8% | +0.1% | -8.9% | -8.6% |
| 3M | -38.3% | +2.0% | -40.4% | -38.9% |
| 6M | -5.3% | +13.0% | -18.3% | -20.8% |
| YTD | -15.5% | +13.6% | -29.1% | -29.7% |
| 1Y | +218.1% | +20.1% | +198.0% | +148.9% |
| 3Y | -98.6% | +77.6% | -176.2% | -99.5% |
| 5Y | -99.8% | +82.4% | -182.2% | -99.9% |
| All | -99.8% | +117.0% | -216.8% | -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 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