+35.6%
SLDP vs VOO
+79.7%
-44.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.5% | +2.2% |
| 7D | -12.0% | -0.9% | -11.1% | -10.3% |
| 30D | -11.2% | -2.3% | -8.9% | -6.4% |
| 3M | -17.8% | -1.2% | -16.7% | -15.3% |
| 6M | -37.1% | +3.3% | -40.5% | -39.6% |
| YTD | -53.4% | +12.3% | -65.7% | -61.2% |
| 1Y | -72.1% | +12.5% | -84.6% | -76.7% |
| All | +35.6% | +79.7% | -44.1% | -64.7% |
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