+706.5%
SLM vs VOO
+817.1%
-110.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.2% |
| 7D | +3.0% | +0.1% | +2.9% | +2.9% |
| 30D | -0.9% | +0.1% | -1.0% | -1.0% |
| 3M | +22.1% | +2.0% | +20.1% | +19.3% |
| 6M | +40.3% | +13.0% | +27.3% | +21.9% |
| YTD | +1.8% | +13.6% | -11.7% | -11.9% |
| 1Y | -12.9% | +20.1% | -33.0% | -29.2% |
| 3Y | +96.9% | +77.6% | +19.4% | +3.6% |
| 5Y | +66.5% | +82.4% | -16.0% | -14.4% |
| 10Y | +324.7% | +316.8% | +7.8% | -16.1% |
| All | +706.5% | +817.1% | -110.6% | -45.8% |
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