-17.3%
SLB vs VOO
+306.9%
-324.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.6% |
| 7D | -4.3% | -0.6% | -3.7% | -3.8% |
| 30D | +1.9% | -3.6% | +5.6% | +6.0% |
| 3M | -5.7% | -2.7% | -3.0% | -3.0% |
| 6M | -5.3% | +2.2% | -7.6% | -8.2% |
| YTD | +32.2% | +10.9% | +21.3% | +16.9% |
| 1Y | +38.5% | +11.3% | +27.2% | +21.8% |
| 3Y | +1.1% | +76.9% | -75.8% | -47.9% |
| 5Y | +70.3% | +73.5% | -3.2% | -12.2% |
| 10Y | -17.3% | +307.7% | -325.0% | -81.8% |
| All | -17.3% | +306.9% | -324.2% | -81.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling