+115.0%
SFST vs VOO
+314.0%
-199.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | +3.3% | +0.5% | +2.8% | +2.8% |
| 30D | -0.8% | -0.9% | +0.1% | +0.1% |
| 3M | +5.2% | +3.9% | +1.3% | +1.0% |
| 6M | +19.7% | +14.5% | +5.2% | +4.3% |
| YTD | +21.9% | +13.0% | +9.0% | +7.6% |
| 1Y | +39.3% | +19.4% | +19.9% | +16.3% |
| 3Y | +121.5% | +78.9% | +42.6% | +23.8% |
| 5Y | +24.4% | +82.3% | -57.9% | -32.8% |
| 10Y | +115.0% | +314.2% | -199.2% | -50.9% |
| All | +115.0% | +314.0% | -199.0% | -50.9% |
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