+219.5%
SFL vs VOO
+817.1%
-597.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.3% |
| 7D | +4.0% | +0.1% | +3.9% | +3.8% |
| 30D | +8.3% | +0.1% | +8.3% | +8.3% |
| 3M | +17.3% | +2.0% | +15.3% | +14.6% |
| 6M | +21.7% | +13.0% | +8.7% | +7.3% |
| YTD | +71.0% | +13.6% | +57.4% | +49.8% |
| 1Y | +64.4% | +20.1% | +44.4% | +36.1% |
| 3Y | +41.3% | +77.6% | -36.2% | -22.0% |
| 5Y | +132.8% | +82.4% | +50.3% | +21.1% |
| 10Y | +118.3% | +316.8% | -198.5% | -58.6% |
| All | +219.5% | +817.1% | -597.6% | -79.6% |
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