+118.4%
SFL vs VOO
+321.7%
-203.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.7% |
| 7D | +2.3% | -2.0% | +4.2% | +3.9% |
| 30D | +11.7% | -1.7% | +13.4% | +13.3% |
| 3M | +15.8% | +4.7% | +11.1% | +11.2% |
| 6M | +23.5% | +12.6% | +10.9% | +11.3% |
| YTD | +71.6% | +11.8% | +59.8% | +55.4% |
| 1Y | +63.2% | +17.5% | +45.7% | +41.5% |
| 3Y | +46.4% | +77.0% | -30.6% | -11.3% |
| 5Y | +136.4% | +82.6% | +53.9% | +36.3% |
| All | +118.4% | +321.7% | -203.3% | -45.3% |
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