+429.1%
VLUE vs VOO
+512.4%
-83.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | +3.8% | +2.6% | +1.3% | +1.3% |
| 30D | -2.2% | -2.0% | -0.2% | -0.2% |
| 3M | -6.3% | -2.8% | -3.5% | -3.6% |
| 6M | +3.7% | +2.2% | +1.6% | +1.9% |
| YTD | +40.1% | +11.5% | +28.6% | +26.5% |
| 1Y | +47.4% | +13.5% | +33.9% | +30.9% |
| 3Y | +125.5% | +78.1% | +47.4% | +28.0% |
| 5Y | +100.2% | +73.1% | +27.1% | +16.3% |
| 10Y | +264.3% | +310.7% | -46.4% | -7.5% |
| All | +429.1% | +512.4% | -83.4% | +4.2% |
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