-86.9%
SDA vs VOO
+12.1%
-99.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.4% | -10.6% | -10.4% |
| 7D | -33.4% | +2.6% | -36.0% | -35.8% |
| 30D | -33.9% | -2.0% | -32.0% | -31.5% |
| 3M | -66.6% | -2.8% | -63.8% | -65.1% |
| 6M | -71.5% | +2.2% | -73.6% | -70.6% |
| YTD | -87.6% | +11.5% | -99.1% | -87.4% |
| 1Y | -86.9% | +13.5% | -100.4% | -87.0% |
| All | -86.9% | +12.1% | -99.0% | -87.0% |
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