-4.1%
SFIX vs VOO
+78.5%
-82.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.5% |
| 7D | +3.6% | +2.6% | +1.1% | -1.7% |
| 30D | +18.8% | -2.0% | +20.8% | +24.1% |
| 3M | -22.2% | -2.8% | -19.4% | -17.4% |
| 6M | -9.1% | +2.2% | -11.3% | -13.3% |
| YTD | -45.9% | +11.5% | -57.4% | -57.5% |
| 1Y | -33.5% | +13.5% | -47.0% | -49.9% |
| 3Y | -4.1% | +78.1% | -82.1% | -81.7% |
| All | -4.1% | +78.5% | -82.5% | -81.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling