+91.1%
SFM vs VOO
+79.1%
+12.0%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -6.2% |
| 7D | -5.8% | +0.5% | -6.4% | -6.1% |
| 30D | -11.4% | -0.9% | -10.4% | -10.9% |
| 3M | -12.2% | +3.9% | -16.1% | -14.2% |
| 6M | -5.2% | +14.5% | -19.7% | -12.8% |
| YTD | -4.5% | +13.0% | -17.4% | -11.5% |
| 1Y | -45.4% | +19.4% | -64.8% | -51.2% |
| 3Y | +91.1% | +78.9% | +12.2% | +44.2% |
| All | +91.1% | +79.1% | +12.0% | +44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling