-97.8%
SLDB vs VOO
+206.8%
-304.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.3% | +4.7% | +4.4% |
| 7D | +16.6% | -0.9% | +17.5% | +18.1% |
| 30D | +13.3% | -2.3% | +15.6% | +17.3% |
| 3M | -14.1% | -1.2% | -13.0% | -12.3% |
| 6M | -1.0% | +3.3% | -4.4% | -3.8% |
| YTD | +34.8% | +12.3% | +22.4% | +18.9% |
| 1Y | +67.8% | +12.5% | +55.3% | +48.4% |
| 3Y | +243.9% | +79.2% | +164.7% | +88.6% |
| 5Y | -76.5% | +75.7% | -152.2% | -86.7% |
| All | -97.8% | +206.8% | -304.5% | -99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling