-83.0%
SID vs VOO
+817.1%
-900.1%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.6% |
| 7D | +19.6% | +0.1% | +19.5% | +19.4% |
| 30D | +24.5% | +0.1% | +24.4% | +24.5% |
| 3M | -6.2% | +2.0% | -8.2% | -9.3% |
| 6M | -21.3% | +13.0% | -34.3% | -34.5% |
| YTD | -23.7% | +13.6% | -37.3% | -36.8% |
| 1Y | -14.7% | +20.1% | -34.8% | -35.1% |
| 3Y | -43.6% | +77.6% | -121.2% | -77.7% |
| 5Y | -72.8% | +82.4% | -155.3% | -89.9% |
| 10Y | -30.6% | +316.8% | -347.4% | -93.6% |
| All | -83.0% | +817.1% | -900.1% | -99.5% |
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