+44.0%
SILJ vs VOO
+561.0%
-517.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.0% |
| 7D | +10.2% | -2.7% | +12.9% | +12.6% |
| 30D | -5.6% | -5.4% | -0.3% | -1.3% |
| 3M | -9.8% | -4.1% | -5.7% | -6.5% |
| 6M | -20.1% | +0.7% | -20.9% | -19.6% |
| YTD | -10.4% | +8.7% | -19.1% | -14.1% |
| 1Y | +19.1% | +11.0% | +8.2% | +12.9% |
| 3Y | +214.0% | +75.5% | +138.5% | +118.3% |
| 5Y | +100.4% | +68.4% | +32.1% | +42.0% |
| 10Y | +98.0% | +315.7% | -217.7% | -17.8% |
| All | +44.0% | +561.0% | -517.0% | -59.7% |
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 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