-99.1%
SDOW vs VOO
+325.3%
-424.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -0.4% |
| 7D | +4.8% | -0.8% | +5.6% | +2.8% |
| 30D | +7.1% | -1.1% | +8.2% | +4.4% |
| 3M | -8.9% | +3.9% | -12.8% | +2.5% |
| 6M | -26.8% | +13.6% | -40.4% | +8.3% |
| YTD | -23.9% | +12.7% | -36.7% | +11.6% |
| 1Y | -31.9% | +17.6% | -49.5% | +13.9% |
| 3Y | -70.4% | +77.3% | -147.7% | +92.2% |
| 5Y | -77.4% | +84.1% | -161.5% | +121.8% |
| All | -99.1% | +325.3% | -424.4% | +168.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling