-96.7%
SDA vs VOO
+96.6%
-193.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +1.3% | -13.0% | -12.1% |
| 7D | +57.3% | -0.9% | +58.2% | +58.2% |
| 30D | -22.7% | -2.3% | -20.3% | -21.9% |
| 3M | -59.6% | -1.2% | -58.4% | -59.3% |
| 6M | -68.2% | +3.3% | -71.6% | -68.2% |
| YTD | -84.0% | +12.3% | -96.3% | -84.2% |
| 1Y | -83.0% | +12.5% | -95.5% | -83.3% |
| 3Y | -94.6% | +79.2% | -173.8% | -94.7% |
| 5Y | -96.7% | +75.7% | -172.4% | -96.7% |
| All | -96.7% | +96.6% | -193.3% | -96.7% |
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