+192.2%
SDCI vs VOO
+80.3%
+111.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +3.6% | -2.0% | +5.6% | +3.9% |
| 30D | +8.4% | -1.7% | +10.1% | +8.7% |
| 3M | +15.5% | +4.7% | +10.8% | +14.5% |
| 6M | +24.5% | +12.6% | +11.9% | +21.5% |
| YTD | +44.8% | +11.8% | +33.0% | +41.6% |
| 1Y | +45.0% | +17.5% | +27.4% | +40.2% |
| 3Y | +91.3% | +77.0% | +14.3% | +69.0% |
| 5Y | +192.2% | +82.6% | +109.7% | +155.0% |
| All | +192.2% | +80.3% | +111.9% | +155.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling