+387.7%
SII vs VOO
+817.1%
-429.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | +12.4% | +0.1% | +12.3% | +12.3% |
| 3M | +0.1% | +2.0% | -1.9% | -1.0% |
| 6M | -21.3% | +13.0% | -34.3% | -26.7% |
| YTD | +33.4% | +13.6% | +19.9% | +23.9% |
| 1Y | +96.0% | +20.1% | +75.9% | +76.0% |
| 3Y | +307.9% | +77.6% | +230.3% | +187.9% |
| 5Y | +292.8% | +82.4% | +210.4% | +172.3% |
| 10Y | +795.9% | +316.8% | +479.0% | +297.1% |
| All | +387.7% | +817.1% | -429.4% | +65.2% |
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