-45.5%
SFM vs VOO
+18.0%
-63.5%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.5% | -3.9% |
| 7D | -7.2% | -0.4% | -6.8% | -7.1% |
| 30D | -14.3% | -1.4% | -12.9% | -14.2% |
| 3M | -13.7% | +3.7% | -17.4% | -14.3% |
| 6M | -6.0% | +13.0% | -19.1% | -7.6% |
| YTD | -8.2% | +12.4% | -20.7% | -9.9% |
| All | -45.5% | +18.0% | -63.5% | -48.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling