-97.9%
SLDB vs VOO
+203.9%
-301.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.3% | +4.2% | +3.6% |
| 7D | +17.0% | +0.1% | +16.9% | +17.1% |
| 30D | +2.2% | -3.3% | +5.5% | +7.1% |
| 3M | -16.3% | -2.4% | -13.9% | -13.3% |
| 6M | -3.4% | +2.6% | -6.0% | -5.3% |
| YTD | +24.5% | +11.3% | +13.2% | +11.1% |
| 1Y | +72.9% | +13.4% | +59.5% | +51.5% |
| 3Y | +229.6% | +80.3% | +149.3% | +79.8% |
| 5Y | -79.6% | +72.7% | -152.3% | -88.2% |
| All | -97.9% | +203.9% | -301.9% | -99.4% |
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 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