+6.6%
SD vs VOO
+317.1%
-310.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +2.5% |
| 7D | +1.6% | +0.5% | +1.1% | +1.0% |
| 30D | +8.2% | -0.9% | +9.1% | +9.2% |
| 3M | -2.6% | +3.9% | -6.4% | -7.4% |
| 6M | -13.0% | +14.5% | -27.6% | -26.8% |
| YTD | +5.0% | +13.0% | -7.9% | -10.3% |
| 1Y | +34.9% | +19.4% | +15.5% | +7.7% |
| 3Y | +10.4% | +78.9% | -68.4% | -46.7% |
| 5Y | +106.9% | +82.3% | +24.6% | -1.7% |
| All | +6.6% | +317.1% | -310.5% | -76.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling