-64.7%
SID vs VOO
+79.1%
-143.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.3% | -6.9% | -6.8% |
| 7D | -1.3% | +3.3% | -4.6% | -5.5% |
| 30D | -37.9% | -2.7% | -35.2% | -35.9% |
| 3M | -11.5% | -1.7% | -9.8% | -9.7% |
| 6M | -43.8% | +3.1% | -46.9% | -46.2% |
| YTD | -51.9% | +11.9% | -63.8% | -58.3% |
| 1Y | -53.3% | +12.1% | -65.4% | -59.6% |
| All | -64.7% | +79.1% | -143.8% | -87.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling