-100.0%
SLE vs VOO
+67.9%
-167.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.0% | +1.9% |
| 7D | -3.9% | -2.7% | -1.2% | -0.5% |
| 30D | -9.3% | -5.4% | -4.0% | -2.8% |
| 3M | +55.8% | -4.1% | +59.8% | +63.3% |
| 6M | +6.5% | +0.7% | +5.8% | +3.7% |
| YTD | -41.1% | +8.7% | -49.9% | -48.2% |
| 1Y | -69.3% | +11.0% | -80.2% | -73.7% |
| 3Y | -99.3% | +75.5% | -174.7% | -99.7% |
| All | -100.0% | +67.9% | -167.9% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling