+120.3%
SIF vs VOO
+817.1%
-696.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | -21.1% | +0.1% | -21.2% | -21.1% |
| 3M | +2.5% | +2.0% | +0.5% | +1.9% |
| 6M | +44.3% | +13.0% | +31.2% | +38.4% |
| YTD | +282.6% | +13.6% | +269.0% | +266.4% |
| 1Y | +196.5% | +20.1% | +176.5% | +178.8% |
| 3Y | +600.0% | +77.6% | +522.4% | +477.4% |
| 5Y | +150.3% | +82.4% | +67.9% | +102.5% |
| 10Y | +228.0% | +316.8% | -88.9% | +95.7% |
| All | +120.3% | +817.1% | -696.8% | -2.1% |
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