+811.9%
SII vs VOO
+314.0%
+497.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | +1.0% | +0.5% | +0.5% | +0.7% |
| 30D | +9.3% | -0.9% | +10.2% | +10.0% |
| 3M | +6.5% | +3.9% | +2.6% | +3.8% |
| 6M | -19.3% | +14.5% | -33.8% | -25.9% |
| YTD | +32.3% | +13.0% | +19.3% | +22.6% |
| 1Y | +90.6% | +19.4% | +71.2% | +70.6% |
| 3Y | +317.6% | +78.9% | +238.7% | +186.7% |
| 5Y | +284.6% | +82.3% | +202.3% | +159.6% |
| 10Y | +811.9% | +314.2% | +497.7% | +305.6% |
| All | +811.9% | +314.0% | +497.9% | +305.6% |
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