-93.0%
SDOT vs VOO
+20.9%
-113.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.6% |
| 7D | -12.0% | +0.1% | -12.1% | -12.0% |
| 30D | -4.5% | +0.1% | -4.5% | -4.3% |
| 3M | +12.3% | +2.0% | +10.3% | +22.0% |
| 6M | -70.6% | +13.0% | -83.6% | -73.6% |
| YTD | -47.2% | +13.6% | -60.8% | -53.8% |
| 1Y | -93.0% | +20.1% | -113.1% | -94.5% |
| All | -93.0% | +20.9% | -113.9% | -94.5% |
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