+11.4%
SDFI vs VOO
+46.7%
-35.3%
-1.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.1% |
| 7D | -0.3% | -0.9% | +0.6% | -0.3% |
| 30D | +0.6% | -2.3% | +2.9% | +0.6% |
| 3M | -0.2% | -1.2% | +0.9% | -0.2% |
| 6M | +0.2% | +3.3% | -3.1% | +0.1% |
| YTD | +1.1% | +12.3% | -11.2% | +0.9% |
| 1Y | +1.8% | +12.5% | -10.7% | +1.6% |
| All | +11.4% | +46.7% | -35.3% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling