+338.7%
SII vs VOO
+798.5%
-459.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.1% | +0.7% |
| 7D | +13.9% | +0.1% | +13.8% | +13.8% |
| 30D | +0.6% | -3.3% | +3.9% | +2.9% |
| 3M | -0.8% | -2.4% | +1.6% | +0.9% |
| 6M | -16.7% | +2.6% | -19.3% | -17.8% |
| YTD | +20.0% | +11.3% | +8.8% | +13.1% |
| 1Y | +30.4% | +13.4% | +17.0% | +21.6% |
| 3Y | +313.2% | +80.3% | +232.9% | +189.7% |
| 5Y | +190.9% | +72.7% | +118.1% | +108.5% |
| 10Y | +837.8% | +310.0% | +527.7% | +321.2% |
| All | +338.7% | +798.5% | -459.8% | +50.8% |
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