+89.7%
SFST vs VOO
+311.2%
-221.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +2.6% | +3.3% | -0.7% | -0.6% |
| 30D | +1.0% | -2.7% | +3.7% | +3.6% |
| 3M | -5.3% | -1.7% | -3.5% | -3.8% |
| 6M | +8.3% | +3.1% | +5.2% | +4.6% |
| YTD | +17.8% | +11.9% | +5.9% | +4.8% |
| 1Y | +24.8% | +12.1% | +12.8% | +10.8% |
| 3Y | +117.8% | +78.6% | +39.3% | +21.7% |
| 5Y | -4.7% | +73.8% | -78.5% | -45.9% |
| All | +89.7% | +311.2% | -221.5% | -57.1% |
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