+21.0%
SFD vs VOO
+29.8%
-8.8%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.3% |
| 7D | +0.8% | +0.5% | +0.2% | +0.6% |
| 30D | -12.1% | -0.9% | -11.2% | -11.9% |
| 3M | -15.0% | +3.9% | -18.9% | -16.1% |
| 6M | -5.9% | +14.5% | -20.4% | -11.0% |
| YTD | +2.3% | +13.0% | -10.6% | -2.8% |
| 1Y | -1.6% | +19.4% | -21.0% | -9.2% |
| All | +21.0% | +29.8% | -8.8% | +0.8% |
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