+212.7%
SFM vs VOO
+81.6%
+131.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.5% | -3.7% |
| 7D | -7.2% | -0.4% | -6.8% | -7.0% |
| 30D | -14.3% | -1.4% | -12.9% | -13.7% |
| 3M | -13.7% | +3.7% | -17.4% | -15.6% |
| 6M | -6.0% | +13.0% | -19.1% | -12.9% |
| YTD | -8.2% | +12.4% | -20.7% | -14.8% |
| 1Y | -46.2% | +18.6% | -64.8% | -51.7% |
| 3Y | +83.6% | +78.1% | +5.5% | +29.7% |
| 5Y | +212.7% | +82.3% | +130.4% | +113.9% |
| All | +212.7% | +81.6% | +131.1% | +113.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling