+44.8%
SLB vs VOO
+817.1%
-772.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +15.8% | +0.1% | +15.8% | +15.7% |
| 3M | -0.3% | +2.0% | -2.4% | -2.9% |
| 6M | +21.3% | +13.0% | +8.3% | +4.5% |
| YTD | +52.3% | +13.6% | +38.7% | +30.5% |
| 1Y | +63.6% | +20.1% | +43.5% | +31.0% |
| 3Y | +3.8% | +77.6% | -73.8% | -48.4% |
| 5Y | +128.6% | +82.4% | +46.2% | +7.0% |
| 10Y | -3.1% | +316.8% | -319.9% | -83.5% |
| All | +44.8% | +817.1% | -772.3% | -91.9% |
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