+163.2%
SIF vs VOO
+82.3%
+80.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.3% |
| 7D | -1.3% | +0.5% | -1.8% | -1.5% |
| 30D | -24.4% | -0.9% | -23.5% | -24.1% |
| 3M | +2.8% | +3.9% | -1.1% | +1.1% |
| 6M | +65.9% | +14.5% | +51.4% | +57.3% |
| YTD | +280.6% | +13.0% | +267.7% | +262.6% |
| 1Y | +200.0% | +19.4% | +180.6% | +180.8% |
| 3Y | +612.8% | +78.9% | +533.9% | +501.2% |
| 5Y | +163.2% | +82.3% | +80.9% | +121.0% |
| All | +163.2% | +82.3% | +80.9% | +121.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling