+69.0%
SLF vs VOO
+79.1%
-10.1%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | -0.8% | +3.3% | -4.1% | -2.7% |
| 30D | -6.4% | -2.7% | -3.7% | -4.8% |
| 3M | -8.4% | -1.7% | -6.6% | -7.3% |
| 6M | +5.1% | +3.1% | +2.0% | +3.5% |
| YTD | +20.2% | +11.9% | +8.3% | +13.0% |
| 1Y | +26.8% | +12.1% | +14.8% | +19.1% |
| All | +69.0% | +79.1% | -10.1% | +4.2% |
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