+158.1%
SLMBP vs VOO
+311.2%
-153.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -5.6% | +3.3% | -8.9% | -7.1% |
| 30D | -8.2% | -2.7% | -5.5% | -7.1% |
| 3M | -9.2% | -1.7% | -7.4% | -8.5% |
| 6M | -7.1% | +3.1% | -10.2% | -8.7% |
| YTD | -2.6% | +11.9% | -14.5% | -8.3% |
| 1Y | -4.5% | +12.1% | -16.6% | -10.2% |
| 3Y | +27.6% | +78.6% | -51.0% | -7.8% |
| 5Y | +68.1% | +73.8% | -5.7% | +22.1% |
| All | +158.1% | +311.2% | -153.1% | +19.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling