+126.9%
SILJ vs VOO
+314.4%
-187.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -2.6% |
| 7D | -0.4% | -0.9% | +0.5% | +0.3% |
| 30D | -10.1% | -2.3% | -7.7% | -8.1% |
| 3M | -19.1% | -1.2% | -17.9% | -18.0% |
| 6M | -28.0% | +3.3% | -31.3% | -29.0% |
| YTD | -12.1% | +12.3% | -24.4% | -18.0% |
| 1Y | +8.1% | +12.5% | -4.4% | +1.0% |
| 3Y | +231.1% | +79.2% | +151.9% | +125.0% |
| 5Y | +84.8% | +75.7% | +9.1% | +25.8% |
| 10Y | +126.9% | +313.7% | -186.7% | +3.5% |
| All | +126.9% | +314.4% | -187.5% | +3.5% |
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