+294.0%
SF vs VOO
+309.6%
-15.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.2% |
| 7D | +2.0% | +2.6% | -0.6% | -1.5% |
| 30D | +7.3% | -2.0% | +9.3% | +10.0% |
| 3M | -14.7% | -2.8% | -12.0% | -11.6% |
| 6M | -1.4% | +2.2% | -3.6% | -4.9% |
| YTD | -11.7% | +11.5% | -23.2% | -24.5% |
| 1Y | -9.0% | +13.5% | -22.5% | -24.0% |
| 3Y | +92.6% | +78.1% | +14.5% | -13.0% |
| 5Y | +56.4% | +73.1% | -16.8% | -25.7% |
| All | +294.0% | +309.6% | -15.6% | -49.9% |
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 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