+69.2%
SLDB vs VOO
+12.4%
+56.8%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.3% | +4.2% | +1.6% |
| 7D | +17.0% | +0.1% | +16.9% | +16.6% |
| 30D | +2.2% | -3.3% | +5.5% | +10.1% |
| 3M | -16.3% | -2.4% | -13.9% | -11.4% |
| 6M | -3.4% | +2.6% | -6.0% | -7.5% |
| YTD | +24.5% | +11.3% | +13.2% | -2.8% |
| All | +69.2% | +12.4% | +56.8% | +31.0% |
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