-91.5%
SFHG vs VOO
+33.3%
-124.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.5% | +10.2% | +9.8% |
| 7D | -1.3% | -0.4% | -1.0% | -1.3% |
| 30D | -3.0% | -1.4% | -1.6% | -2.8% |
| 3M | -2.2% | +3.7% | -5.9% | -3.0% |
| 6M | -15.7% | +13.0% | -28.8% | -18.2% |
| YTD | -38.8% | +12.4% | -51.2% | -40.4% |
| 1Y | -38.9% | +18.6% | -57.5% | -41.2% |
| All | -91.5% | +33.3% | -124.8% | -88.9% |
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 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