+28.6%
SFNC vs VOO
+325.3%
-296.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.6% |
| 7D | -2.1% | -0.8% | -1.3% | -1.3% |
| 30D | -2.7% | -1.1% | -1.7% | -1.6% |
| 3M | +5.5% | +3.9% | +1.6% | +1.1% |
| 6M | +23.9% | +13.6% | +10.3% | +7.7% |
| YTD | +25.6% | +12.7% | +12.9% | +10.1% |
| 1Y | +17.1% | +17.6% | -0.5% | -2.0% |
| 3Y | +53.9% | +77.3% | -23.4% | -17.6% |
| 5Y | +2.7% | +84.1% | -81.4% | -47.7% |
| All | +28.6% | +325.3% | -296.7% | -76.8% |
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