-91.2%
SID vs VOO
+800.4%
-891.7%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.4% | -17.8% | -17.6% |
| 7D | -25.9% | +2.6% | -28.5% | -28.9% |
| 30D | -47.9% | -2.0% | -45.9% | -46.5% |
| 3M | -30.0% | -2.8% | -27.2% | -27.2% |
| 6M | -50.8% | +2.2% | -52.9% | -52.7% |
| YTD | -60.6% | +11.5% | -72.1% | -66.6% |
| 1Y | -61.3% | +13.5% | -74.8% | -68.1% |
| 3Y | -71.1% | +78.1% | -149.2% | -88.7% |
| 5Y | -77.4% | +73.1% | -150.6% | -90.9% |
| 10Y | -66.0% | +310.7% | -376.7% | -96.8% |
| All | -91.2% | +800.4% | -891.7% | -99.7% |
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