+2.1%
SD vs VOO
+9.9%
-7.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -0.9% |
| 7D | -13.1% | -2.7% | -10.4% | -14.1% |
| 30D | -9.0% | -5.4% | -3.6% | -11.2% |
| 3M | -6.2% | -4.1% | -2.2% | -7.8% |
| 6M | -11.1% | +0.7% | -11.9% | -9.7% |
| YTD | -10.2% | +8.7% | -18.9% | -3.5% |
| 1Y | +2.1% | +11.0% | -8.9% | +9.9% |
| All | +2.1% | +9.9% | -7.9% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling