-99.4%
SDOT vs VOO
+77.4%
-176.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -2.4% |
| 7D | -3.0% | -0.8% | -2.2% | -2.5% |
| 30D | +6.6% | -1.1% | +7.7% | +7.4% |
| 3M | -49.6% | +3.9% | -53.5% | -50.5% |
| 6M | -67.2% | +13.6% | -80.9% | -72.2% |
| YTD | -48.8% | +12.7% | -61.5% | -56.0% |
| 1Y | -92.2% | +17.6% | -109.8% | -93.5% |
| 3Y | -99.4% | +77.3% | -176.7% | -99.7% |
| All | -99.4% | +77.4% | -176.8% | -99.7% |
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