+44.7%
VIOT vs SPY
+75.5%
-30.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.9% | -0.6% | +26.5% | +26.3% |
| 7D | 0.0% | -2.0% | +2.0% | +1.3% |
| 30D | +83.8% | -1.7% | +85.4% | +85.6% |
| 3M | +47.8% | +4.7% | +43.1% | +43.0% |
| 6M | +7.3% | +12.5% | -5.2% | -0.9% |
| YTD | -21.3% | +11.7% | -33.0% | -27.0% |
| 1Y | -56.2% | +17.5% | -73.7% | -60.4% |
| All | +44.7% | +75.5% | -30.7% | +2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling