+61.9%
SLJY vs VOO
+20.5%
+41.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +1.0% |
| 7D | +5.5% | +0.5% | +4.9% | +4.5% |
| 30D | +7.9% | -0.9% | +8.8% | +9.7% |
| 3M | +15.0% | +3.9% | +11.1% | +7.8% |
| 6M | -5.3% | +14.5% | -19.8% | -22.7% |
| YTD | +12.9% | +13.0% | -0.1% | -5.9% |
| 1Y | +45.5% | +19.4% | +26.0% | +18.7% |
| All | +61.9% | +20.5% | +41.4% | +32.4% |
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