+412.2%
SLF vs VOO
+798.5%
-386.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.8% | +1.0% |
| 7D | -8.5% | +0.1% | -8.6% | -8.3% |
| 30D | -4.2% | -3.3% | -0.8% | -0.9% |
| 3M | -9.1% | -2.4% | -6.7% | -6.9% |
| 6M | +7.3% | +2.6% | +4.7% | +4.6% |
| YTD | +21.7% | +11.3% | +10.4% | +9.7% |
| 1Y | +29.7% | +13.4% | +16.3% | +14.7% |
| 3Y | +72.6% | +80.3% | -7.6% | -4.4% |
| 5Y | +56.1% | +72.7% | -16.6% | -11.1% |
| 10Y | +207.4% | +310.0% | -102.7% | -32.0% |
| All | +412.2% | +798.5% | -386.3% | -55.6% |
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