+43.4%
SDCI vs VOO
+18.2%
+25.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.1% |
| 7D | +2.7% | -0.8% | +3.4% | +2.6% |
| 30D | +6.7% | -1.1% | +7.8% | +6.6% |
| 3M | +14.9% | +3.9% | +11.0% | +15.4% |
| 6M | +20.4% | +13.6% | +6.8% | +22.5% |
| YTD | +43.1% | +12.7% | +30.4% | +45.6% |
| 1Y | +43.4% | +17.6% | +25.8% | +44.8% |
| All | +43.4% | +18.2% | +25.2% | +44.8% |
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 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