-99.8%
SDOT vs VOO
+150.0%
-249.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | 0.0% |
| 7D | -2.4% | -0.4% | -2.1% | -2.2% |
| 30D | +3.1% | -1.4% | +4.5% | +4.0% |
| 3M | -4.4% | +3.7% | -8.2% | -6.7% |
| 6M | -68.1% | +13.0% | -81.1% | -71.1% |
| YTD | -46.7% | +12.4% | -59.1% | -51.4% |
| 1Y | -94.0% | +18.6% | -112.6% | -94.7% |
| 3Y | -99.4% | +78.1% | -177.4% | -99.6% |
| 5Y | -99.4% | +82.3% | -181.7% | -99.6% |
| All | -99.8% | +150.0% | -249.8% | -99.9% |
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