-97.1%
SLDB vs VOO
+208.5%
-305.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.6% | -2.4% |
| 7D | +0.5% | +0.5% | 0.0% | -0.1% |
| 30D | +18.4% | -0.9% | +19.3% | +19.9% |
| 3M | +54.9% | +3.9% | +51.0% | +48.3% |
| 6M | +47.1% | +14.5% | +32.6% | +26.3% |
| YTD | +76.1% | +13.0% | +63.1% | +53.6% |
| 1Y | +93.6% | +19.4% | +74.1% | +59.2% |
| 3Y | +209.3% | +78.9% | +130.5% | +70.4% |
| 5Y | -75.8% | +82.3% | -158.1% | -86.9% |
| All | -97.1% | +208.5% | -305.6% | -99.2% |
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