-47.7%
VIOT vs SPY
+14.6%
-62.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +1.7% | +9.1% | +9.4% |
| 7D | +3.6% | -0.7% | +4.3% | +4.1% |
| 30D | -4.6% | -1.0% | -3.6% | -4.0% |
| 3M | +87.0% | -0.3% | +87.4% | +86.7% |
| 6M | +44.0% | +7.3% | +36.7% | +31.3% |
| YTD | -16.6% | +13.3% | -30.0% | -31.5% |
| 1Y | -47.7% | +14.8% | -62.4% | -57.4% |
| All | -47.7% | +14.6% | -62.3% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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