-62.6%
SKF vs VOO
+77.4%
-140.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | +0.2% |
| 7D | +3.2% | -0.8% | +3.9% | +2.0% |
| 30D | +2.8% | -1.1% | +3.9% | +1.3% |
| 3M | -14.9% | +3.9% | -18.8% | -9.3% |
| 6M | -24.4% | +13.6% | -38.0% | -5.6% |
| YTD | -7.9% | +12.7% | -20.6% | +14.2% |
| 1Y | -10.0% | +17.6% | -27.6% | +20.6% |
| 3Y | -62.6% | +77.3% | -139.9% | +12.4% |
| All | -62.6% | +77.4% | -140.0% | +12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling