-70.1%
SDOW vs VOO
+77.0%
-147.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +1.1% |
| 7D | +3.8% | -0.4% | +4.1% | +3.0% |
| 30D | +9.3% | -1.4% | +10.7% | +6.0% |
| 3M | -8.3% | +3.7% | -12.0% | +1.8% |
| 6M | -24.7% | +13.0% | -37.7% | +5.6% |
| YTD | -23.3% | +12.4% | -35.7% | +7.6% |
| 1Y | -33.1% | +18.6% | -51.7% | +8.3% |
| All | -70.1% | +77.0% | -147.1% | +49.6% |
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