+59.1%
SLDB vs VOO
+12.1%
+47.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.5% |
| 7D | +3.8% | +2.6% | +1.2% | -1.1% |
| 30D | +25.2% | -2.0% | +27.1% | +30.9% |
| 3M | -24.7% | -2.8% | -21.9% | -19.7% |
| 6M | -7.3% | +2.2% | -9.5% | -10.0% |
| YTD | +21.3% | +11.5% | +9.8% | -4.4% |
| 1Y | +59.1% | +13.5% | +45.6% | +21.6% |
| All | +59.1% | +12.1% | +47.0% | +21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling