+264.5%
SLF vs VOO
+314.0%
-49.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.3% |
| 7D | +2.0% | +0.5% | +1.5% | +1.6% |
| 30D | -2.0% | -0.9% | -1.1% | -1.2% |
| 3M | +9.1% | +3.9% | +5.3% | +5.5% |
| 6M | +24.9% | +14.5% | +10.4% | +11.1% |
| YTD | +31.2% | +13.0% | +18.2% | +17.8% |
| 1Y | +40.1% | +19.4% | +20.6% | +19.7% |
| 3Y | +83.7% | +78.9% | +4.8% | +8.0% |
| 5Y | +86.1% | +82.3% | +3.8% | +6.0% |
| 10Y | +264.5% | +314.2% | -49.7% | -6.7% |
| All | +264.5% | +314.0% | -49.5% | -6.7% |
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 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