+217.2%
SFY vs VOO
+192.8%
+24.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | +2.4% | +2.6% | -0.2% | -0.2% |
| 30D | -5.0% | -2.0% | -3.0% | -2.9% |
| 3M | -6.3% | -2.8% | -3.5% | -3.5% |
| 6M | -1.1% | +2.2% | -3.2% | -2.8% |
| YTD | +10.4% | +11.5% | -1.1% | -0.4% |
| 1Y | +12.1% | +13.5% | -1.4% | -0.5% |
| 3Y | +91.7% | +78.1% | +13.6% | +11.5% |
| 5Y | +76.7% | +73.1% | +3.6% | +5.6% |
| All | +217.2% | +192.8% | +24.4% | +21.3% |
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