+206.0%
SLDB vs VOO
+80.9%
+125.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -0.9% |
| 7D | +4.9% | +0.1% | +4.8% | +4.7% |
| 30D | +17.4% | +0.1% | +17.4% | +17.4% |
| 3M | +41.6% | +2.0% | +39.6% | +36.5% |
| 6M | +66.9% | +13.0% | +53.9% | +31.7% |
| YTD | +81.7% | +13.6% | +68.2% | +41.9% |
| 1Y | +84.4% | +20.1% | +64.3% | +30.0% |
| All | +206.0% | +80.9% | +125.1% | -35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling