+130.5%
SFM vs VOO
+311.2%
-180.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.8% |
| 7D | -0.4% | +3.3% | -3.7% | -2.1% |
| 30D | -19.2% | -2.7% | -16.5% | -18.1% |
| 3M | -40.3% | -1.7% | -38.6% | -39.8% |
| 6M | -40.9% | +3.1% | -44.0% | -42.0% |
| YTD | -35.5% | +11.9% | -47.5% | -39.6% |
| 1Y | -37.4% | +12.1% | -49.5% | -41.5% |
| 3Y | +25.5% | +78.6% | -53.1% | -7.7% |
| 5Y | +113.0% | +73.8% | +39.2% | +57.0% |
| All | +130.5% | +311.2% | -180.7% | -2.2% |
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