-80.1%
SLDP vs VOO
+91.0%
-171.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -3.2% |
| 7D | +1.3% | -2.7% | +4.0% | +6.6% |
| 30D | -17.3% | -5.4% | -11.9% | -8.7% |
| 3M | -9.4% | -4.1% | -5.3% | -1.9% |
| 6M | -40.7% | +0.7% | -41.4% | -39.8% |
| YTD | -53.3% | +8.7% | -62.0% | -57.7% |
| 1Y | -70.6% | +11.0% | -81.6% | -74.0% |
| 3Y | +44.9% | +75.5% | -30.6% | -32.3% |
| 5Y | -82.6% | +68.4% | -150.9% | -91.0% |
| All | -80.1% | +91.0% | -171.1% | -89.9% |
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