+56.8%
SIF vs VOO
+309.6%
-252.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -6.6% |
| 7D | -6.5% | +2.6% | -9.1% | -7.4% |
| 30D | -26.5% | -2.0% | -24.5% | -25.8% |
| 3M | -19.0% | -2.8% | -16.2% | -17.9% |
| 6M | -17.5% | +2.2% | -19.7% | -17.8% |
| YTD | +181.0% | +11.5% | +169.5% | +172.4% |
| 1Y | +136.5% | +13.5% | +123.0% | +128.0% |
| 3Y | +254.0% | +78.1% | +175.9% | +200.2% |
| 5Y | +102.6% | +73.1% | +29.4% | +71.8% |
| All | +56.8% | +309.6% | -252.8% | +73.4% |
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