+166.6%
SDCI vs VOO
+233.3%
-66.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.4% |
| 7D | +2.7% | -0.8% | +3.4% | +2.8% |
| 30D | +6.7% | -1.1% | +7.8% | +7.0% |
| 3M | +14.9% | +3.9% | +11.0% | +13.8% |
| 6M | +20.4% | +13.6% | +6.8% | +16.5% |
| YTD | +43.1% | +12.7% | +30.4% | +38.6% |
| 1Y | +43.4% | +17.6% | +25.8% | +37.4% |
| 3Y | +86.6% | +77.3% | +9.3% | +59.8% |
| 5Y | +188.8% | +84.1% | +104.6% | +142.9% |
| All | +166.6% | +233.3% | -66.8% | +89.1% |
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