+57.0%
SLF vs VOO
+72.6%
-15.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.3% |
| 7D | +2.0% | +2.6% | -0.6% | +0.2% |
| 30D | -6.5% | -2.0% | -4.6% | -5.1% |
| 3M | -9.1% | -2.8% | -6.3% | -7.2% |
| 6M | +4.9% | +2.2% | +2.7% | +3.5% |
| YTD | +20.3% | +11.5% | +8.8% | +11.8% |
| 1Y | +27.4% | +13.5% | +13.9% | +16.9% |
| 3Y | +69.1% | +78.1% | -9.0% | +11.0% |
| All | +57.0% | +72.6% | -15.5% | +1.7% |
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 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