+98.2%
SF vs VOO
+82.6%
+15.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.5% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | -2.9% | +0.1% | -3.0% | -3.0% |
| 3M | +14.6% | +2.0% | +12.6% | +11.5% |
| 6M | +9.4% | +13.0% | -3.7% | -6.8% |
| YTD | -1.0% | +13.6% | -14.6% | -16.1% |
| 1Y | +7.5% | +20.1% | -12.6% | -15.1% |
| 3Y | +94.8% | +77.6% | +17.3% | -4.8% |
| All | +98.2% | +82.6% | +15.6% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling