+275.6%
SFM vs VOO
+325.3%
-49.7%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.3% |
| 7D | -10.6% | -0.8% | -9.8% | -10.2% |
| 30D | -15.5% | -1.1% | -14.4% | -15.0% |
| 3M | -17.4% | +3.9% | -21.3% | -19.1% |
| 6M | -3.4% | +13.6% | -17.1% | -10.1% |
| YTD | -8.7% | +12.7% | -21.4% | -14.7% |
| 1Y | -47.2% | +17.6% | -64.7% | -51.7% |
| 3Y | +82.7% | +77.3% | +5.4% | +34.7% |
| 5Y | +214.3% | +84.1% | +130.2% | +125.2% |
| All | +275.6% | +325.3% | -49.7% | +63.9% |
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