+396.5%
SLF vs VOO
+777.9%
-381.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.9% |
| 7D | -11.6% | -2.7% | -8.9% | -9.1% |
| 30D | -5.7% | -5.4% | -0.3% | -0.5% |
| 3M | -12.3% | -4.1% | -8.3% | -8.7% |
| 6M | -0.3% | +0.7% | -1.1% | -1.2% |
| YTD | +18.0% | +8.7% | +9.2% | +8.7% |
| 1Y | +24.6% | +11.0% | +13.6% | +12.4% |
| 3Y | +66.2% | +75.5% | -9.2% | -5.6% |
| 5Y | +52.5% | +68.4% | -15.9% | -11.1% |
| 10Y | +212.1% | +315.7% | -103.6% | -32.3% |
| All | +396.5% | +777.9% | -381.3% | -56.0% |
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 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