+133.6%
SFM vs VOO
+309.6%
-176.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.5% |
| 7D | +6.0% | +2.6% | +3.5% | +4.7% |
| 30D | -19.5% | -2.0% | -17.5% | -18.6% |
| 3M | -37.0% | -2.8% | -34.3% | -36.2% |
| 6M | -41.0% | +2.2% | -43.2% | -41.9% |
| YTD | -34.6% | +11.5% | -46.2% | -38.7% |
| 1Y | -36.3% | +13.5% | -49.8% | -40.8% |
| 3Y | +24.5% | +78.1% | -53.5% | -8.3% |
| 5Y | +115.9% | +73.1% | +42.7% | +59.4% |
| All | +133.6% | +309.6% | -176.0% | -0.7% |
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 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