-69.9%
SID vs VOO
+81.6%
-151.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.7% | +7.8% |
| 7D | +13.7% | -0.4% | +14.0% | +14.2% |
| 30D | +47.8% | -1.4% | +49.2% | +50.4% |
| 3M | +13.7% | +3.7% | +10.0% | +8.2% |
| 6M | -6.3% | +13.0% | -19.4% | -18.7% |
| YTD | -16.9% | +12.4% | -29.3% | -27.1% |
| 1Y | -8.9% | +18.6% | -27.5% | -24.7% |
| 3Y | -34.9% | +78.1% | -112.9% | -66.8% |
| 5Y | -69.9% | +82.3% | -152.2% | -85.2% |
| All | -69.9% | +81.6% | -151.5% | -85.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling