+26.5%
SLI vs VOO
+217.5%
-191.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.0% |
| 7D | -6.6% | -2.0% | -4.6% | -4.1% |
| 30D | -7.3% | -1.7% | -5.7% | -5.2% |
| 3M | -30.8% | +4.7% | -35.5% | -34.5% |
| 6M | -49.7% | +12.6% | -62.2% | -56.1% |
| YTD | -49.2% | +11.8% | -61.0% | -55.1% |
| 1Y | -20.4% | +17.5% | -37.9% | -33.9% |
| 3Y | -28.4% | +77.0% | -105.4% | -64.1% |
| 5Y | -66.2% | +82.6% | -148.7% | -82.6% |
| All | +26.5% | +217.5% | -191.1% | -55.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling