-97.0%
SLDB vs VOO
+210.2%
-307.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.2% |
| 7D | +4.9% | +0.1% | +4.8% | +4.8% |
| 30D | +17.4% | +0.1% | +17.4% | +17.4% |
| 3M | +41.6% | +2.0% | +39.6% | +38.7% |
| 6M | +66.9% | +13.0% | +53.9% | +45.3% |
| YTD | +81.7% | +13.6% | +68.2% | +57.4% |
| 1Y | +84.4% | +20.1% | +64.3% | +50.5% |
| 3Y | +183.1% | +77.6% | +105.6% | +56.9% |
| 5Y | -75.6% | +82.4% | -158.0% | -86.8% |
| All | -97.0% | +210.2% | -307.2% | -99.1% |
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