+1,126.5%
SFST vs VOO
+798.5%
+328.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +0.8% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | +2.0% | -3.3% | +5.3% | +4.6% |
| 3M | -4.0% | -2.4% | -1.6% | -2.2% |
| 6M | +8.0% | +2.6% | +5.4% | +5.5% |
| YTD | +18.1% | +11.3% | +6.8% | +8.1% |
| 1Y | +30.5% | +13.4% | +17.0% | +17.6% |
| 3Y | +122.0% | +80.3% | +41.7% | +40.3% |
| 5Y | -1.2% | +72.7% | -73.9% | -36.0% |
| 10Y | +122.4% | +310.0% | -187.7% | -13.4% |
| All | +1,126.5% | +798.5% | +328.0% | +358.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling