-79.9%
SFIX vs VOO
+243.5%
-323.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.1% |
| 7D | -3.0% | +0.1% | -3.1% | -3.2% |
| 30D | -26.0% | +0.1% | -26.0% | -26.0% |
| 3M | -16.9% | +2.0% | -18.9% | -19.2% |
| 6M | -4.4% | +13.0% | -17.4% | -21.0% |
| YTD | -41.9% | +13.6% | -55.5% | -52.1% |
| 1Y | -45.6% | +20.1% | -65.7% | -58.6% |
| 3Y | -29.9% | +77.6% | -107.4% | -67.7% |
| 5Y | -92.4% | +82.4% | -174.9% | -96.3% |
| All | -79.9% | +243.5% | -323.4% | -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 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