+34.8%
SLI vs VOO
+222.7%
-187.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | -5.1% | +0.1% | -5.2% | -5.2% |
| 30D | +7.6% | +0.1% | +7.5% | +7.6% |
| 3M | -37.3% | +2.0% | -39.3% | -38.5% |
| 6M | -45.6% | +13.0% | -58.7% | -52.9% |
| YTD | -45.9% | +13.6% | -59.4% | -53.1% |
| 1Y | -15.7% | +20.1% | -35.8% | -32.0% |
| 3Y | -28.0% | +77.6% | -105.5% | -64.1% |
| 5Y | -64.3% | +82.4% | -146.7% | -81.8% |
| All | +34.8% | +222.7% | -187.9% | -53.7% |
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 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