+84.0%
SILJ vs VOO
+590.5%
-506.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.9% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | +14.2% | +0.1% | +14.1% | +14.2% |
| 3M | +7.0% | +2.0% | +4.9% | +6.0% |
| 6M | -13.2% | +13.0% | -26.3% | -19.8% |
| YTD | +14.5% | +13.6% | +0.9% | +5.8% |
| 1Y | +73.2% | +20.1% | +53.1% | +54.4% |
| 3Y | +266.4% | +77.6% | +188.8% | +150.6% |
| 5Y | +151.3% | +82.4% | +68.9% | +67.7% |
| 10Y | +118.3% | +316.8% | -198.5% | -10.1% |
| All | +84.0% | +590.5% | -506.5% | -50.4% |
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