+8.5%
SDIV vs VOO
+672.4%
-663.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -0.7% | +2.6% | -3.3% | -2.7% |
| 30D | -6.9% | -2.0% | -4.9% | -5.6% |
| 3M | -9.3% | -2.8% | -6.6% | -7.4% |
| 6M | -10.3% | +2.2% | -12.5% | -12.2% |
| YTD | -2.1% | +11.5% | -13.7% | -11.0% |
| 1Y | -1.6% | +13.5% | -15.1% | -11.9% |
| 3Y | +42.3% | +78.1% | -35.8% | -13.8% |
| 5Y | -4.3% | +73.1% | -77.4% | -41.4% |
| 10Y | -7.1% | +310.7% | -317.8% | -74.4% |
| All | +8.5% | +672.4% | -663.9% | -84.1% |
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 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