+228.3%
SFY vs VOO
+193.4%
+34.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | -2.1% | -2.0% | -0.1% | -0.1% |
| 30D | -1.5% | -1.7% | +0.1% | +0.1% |
| 3M | +5.3% | +4.7% | +0.6% | +0.7% |
| 6M | +15.5% | +12.6% | +3.0% | +3.1% |
| YTD | +14.3% | +11.8% | +2.5% | +2.7% |
| 1Y | +20.0% | +17.5% | +2.5% | +2.8% |
| 3Y | +95.4% | +77.0% | +18.4% | +14.2% |
| 5Y | +92.6% | +82.6% | +10.0% | +9.8% |
| All | +228.3% | +193.4% | +34.9% | +25.1% |
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