-80.4%
SFIX vs VOO
+241.6%
-322.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.1% | -1.7% |
| 7D | -1.3% | +0.5% | -1.9% | -2.2% |
| 30D | -29.3% | -0.9% | -28.4% | -28.2% |
| 3M | -18.9% | +3.9% | -22.7% | -23.5% |
| 6M | -8.0% | +14.5% | -22.6% | -25.5% |
| YTD | -43.4% | +13.0% | -56.4% | -52.9% |
| 1Y | -47.9% | +19.4% | -67.3% | -60.0% |
| 3Y | -25.4% | +78.9% | -104.2% | -65.9% |
| 5Y | -92.3% | +82.3% | -174.6% | -96.3% |
| All | -80.4% | +241.6% | -322.0% | -90.9% |
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