+164.1%
SDCI vs VOO
+234.0%
-69.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | +1.3% | +0.5% | +0.8% | +1.2% |
| 30D | +9.4% | -0.9% | +10.3% | +9.6% |
| 3M | +12.9% | +3.9% | +9.0% | +11.7% |
| 6M | +21.0% | +14.5% | +6.4% | +16.8% |
| YTD | +41.8% | +13.0% | +28.8% | +37.3% |
| 1Y | +43.2% | +19.4% | +23.8% | +36.7% |
| 3Y | +87.3% | +78.9% | +8.4% | +60.1% |
| 5Y | +184.1% | +82.3% | +101.8% | +139.8% |
| All | +164.1% | +234.0% | -69.9% | +87.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling