+169.1%
SILJ vs VOO
+81.6%
+87.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.7% |
| 7D | +0.9% | -0.4% | +1.3% | +1.3% |
| 30D | +6.9% | -1.4% | +8.3% | +8.6% |
| 3M | +24.4% | +3.7% | +20.7% | +20.5% |
| 6M | -7.3% | +13.0% | -20.3% | -16.5% |
| YTD | +15.4% | +12.4% | +3.0% | +4.8% |
| 1Y | +69.6% | +18.6% | +51.0% | +47.5% |
| 3Y | +288.3% | +78.1% | +210.2% | +137.3% |
| 5Y | +169.1% | +82.3% | +86.9% | +53.7% |
| All | +169.1% | +81.6% | +87.6% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling