+482.4%
SF vs VOO
+777.9%
-295.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -1.1% |
| 7D | +7.0% | -2.7% | +9.7% | +11.1% |
| 30D | +2.4% | -5.4% | +7.7% | +10.5% |
| 3M | -14.1% | -4.1% | -10.0% | -9.1% |
| 6M | -8.3% | +0.7% | -9.0% | -9.9% |
| YTD | -13.4% | +8.7% | -22.1% | -23.8% |
| 1Y | -9.3% | +11.0% | -20.3% | -22.5% |
| 3Y | +87.6% | +75.5% | +12.1% | -17.0% |
| 5Y | +56.2% | +68.4% | -12.1% | -26.0% |
| 10Y | +394.7% | +315.7% | +79.0% | -38.7% |
| All | +482.4% | +777.9% | -295.4% | -78.1% |
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