-63.7%
SKF vs VOO
+82.8%
-146.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | +0.3% |
| 7D | +3.2% | -0.8% | +3.9% | +1.8% |
| 30D | +2.8% | -1.1% | +3.9% | +1.1% |
| 3M | -14.9% | +3.9% | -18.8% | -8.8% |
| 6M | -24.4% | +13.6% | -38.0% | -4.2% |
| YTD | -7.9% | +12.7% | -20.6% | +15.9% |
| 1Y | -10.0% | +17.6% | -27.6% | +22.9% |
| 3Y | -62.6% | +77.3% | -139.9% | +21.6% |
| All | -63.7% | +82.8% | -146.6% | +57.4% |
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 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