+123.9%
SILJ vs VOO
+315.3%
-191.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.6% |
| 7D | +0.9% | -0.4% | +1.3% | +1.3% |
| 30D | +6.9% | -1.4% | +8.3% | +8.2% |
| 3M | +24.4% | +3.7% | +20.7% | +21.4% |
| 6M | -7.3% | +13.0% | -20.3% | -14.5% |
| YTD | +15.4% | +12.4% | +3.0% | +7.2% |
| 1Y | +69.6% | +18.6% | +51.0% | +52.1% |
| 3Y | +288.3% | +78.1% | +210.2% | +162.9% |
| 5Y | +169.1% | +82.3% | +86.9% | +77.9% |
| 10Y | +123.9% | +322.5% | -198.7% | -14.2% |
| All | +123.9% | +315.3% | -191.5% | -14.2% |
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 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