-81.4%
SLDP vs VOO
+96.6%
-178.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.7% | -5.5% |
| 7D | -8.8% | +3.3% | -12.1% | -13.7% |
| 30D | -13.5% | -2.7% | -10.8% | -9.0% |
| 3M | -20.9% | -1.7% | -19.1% | -17.8% |
| 6M | -38.0% | +3.1% | -41.1% | -39.7% |
| YTD | -56.2% | +11.9% | -68.2% | -62.3% |
| 1Y | -72.1% | +12.1% | -84.2% | -75.9% |
| 3Y | +37.8% | +78.6% | -40.8% | -37.7% |
| 5Y | -84.5% | +73.8% | -158.3% | -92.4% |
| All | -81.4% | +96.6% | -178.0% | -91.0% |
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 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