+462.1%
SLF vs VOO
+817.1%
-355.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | -0.2% | +0.1% | -0.3% | -0.3% |
| 3M | +12.0% | +2.0% | +9.9% | +9.6% |
| 6M | +25.9% | +13.0% | +12.9% | +11.9% |
| YTD | +33.5% | +13.6% | +20.0% | +17.9% |
| 1Y | +44.1% | +20.1% | +24.1% | +20.5% |
| 3Y | +83.3% | +77.6% | +5.7% | +2.9% |
| 5Y | +89.7% | +82.4% | +7.3% | +1.9% |
| 10Y | +268.2% | +316.8% | -48.6% | -19.9% |
| All | +462.1% | +817.1% | -355.0% | -52.3% |
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