+23.1%
SLDE vs VOO
+29.6%
-6.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +1.4% |
| 7D | +0.7% | -0.8% | +1.5% | +0.9% |
| 30D | +18.9% | -1.1% | +20.0% | +19.2% |
| 3M | +47.1% | +3.9% | +43.2% | +45.4% |
| 6M | +44.7% | +13.6% | +31.1% | +35.0% |
| YTD | +27.9% | +12.7% | +15.2% | +19.9% |
| 1Y | +80.3% | +17.6% | +62.7% | +65.0% |
| All | +23.1% | +29.6% | -6.5% | +16.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling