+329.1%
SII vs VOO
+777.9%
-448.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.3% |
| 7D | +12.7% | -2.7% | +15.4% | +14.7% |
| 30D | -1.2% | -5.4% | +4.2% | +2.5% |
| 3M | +1.8% | -4.1% | +5.9% | +4.7% |
| 6M | -24.7% | +0.7% | -25.4% | -24.7% |
| YTD | +17.4% | +8.7% | +8.7% | +12.3% |
| 1Y | +36.6% | +11.0% | +25.7% | +29.3% |
| 3Y | +292.5% | +75.5% | +217.0% | +180.0% |
| 5Y | +193.8% | +68.4% | +125.4% | +114.0% |
| 10Y | +800.9% | +315.7% | +485.2% | +302.8% |
| All | +329.1% | +777.9% | -448.8% | +49.8% |
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