+188.1%
SIF vs VOO
+325.3%
-137.2%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.2% | +2.7% |
| 7D | +0.9% | -0.8% | +1.7% | +1.2% |
| 30D | +8.9% | -1.1% | +10.0% | +9.4% |
| 3M | -0.9% | +3.9% | -4.8% | -2.1% |
| 6M | +47.9% | +13.6% | +34.3% | +41.9% |
| YTD | +286.2% | +12.7% | +273.5% | +271.6% |
| 1Y | +197.2% | +17.6% | +179.7% | +182.4% |
| 3Y | +597.4% | +77.3% | +520.1% | +488.2% |
| 5Y | +159.3% | +84.1% | +75.2% | +114.6% |
| All | +188.1% | +325.3% | -137.2% | +96.4% |
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