-80.7%
SFIX vs VOO
+236.5%
-317.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.3% | +4.6% | +3.2% |
| 7D | +5.0% | +0.1% | +4.9% | +5.2% |
| 30D | +3.2% | -3.3% | +6.5% | +9.0% |
| 3M | -30.2% | -2.4% | -27.8% | -27.4% |
| 6M | -17.9% | +2.6% | -20.5% | -20.8% |
| YTD | -44.2% | +11.3% | -55.5% | -52.4% |
| 1Y | -30.4% | +13.4% | -43.9% | -42.4% |
| 3Y | -2.3% | +80.3% | -82.6% | -55.9% |
| 5Y | -91.6% | +72.7% | -164.3% | -95.7% |
| All | -80.7% | +236.5% | -317.2% | -90.8% |
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