-93.8%
SDA vs VOO
+95.6%
-189.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +2.7% | -2.0% | +4.7% | +3.1% |
| 30D | -24.0% | -1.7% | -22.3% | -23.7% |
| 3M | -37.9% | +4.7% | -42.6% | -38.4% |
| 6M | -68.4% | +12.6% | -81.0% | -69.0% |
| YTD | -69.9% | +11.8% | -81.6% | -70.4% |
| 1Y | -77.1% | +17.5% | -94.6% | -77.7% |
| 3Y | -95.0% | +77.0% | -172.0% | -95.1% |
| 5Y | -93.8% | +82.6% | -176.4% | -93.8% |
| All | -93.8% | +95.6% | -189.4% | -93.8% |
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