+277.3%
SIF vs VOO
+78.8%
+198.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.7% |
| 7D | -17.7% | -0.6% | -17.1% | -17.0% |
| 30D | -29.9% | -3.6% | -26.3% | -27.5% |
| 3M | -23.7% | -2.7% | -20.9% | -21.6% |
| 6M | -16.2% | +2.2% | -18.5% | -16.8% |
| YTD | +198.2% | +10.9% | +187.3% | +180.8% |
| 1Y | +148.7% | +11.3% | +137.4% | +133.7% |
| 3Y | +277.3% | +76.9% | +200.4% | +246.9% |
| All | +277.3% | +78.8% | +198.5% | +246.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling