+196.6%
SLMBP vs VOO
+314.0%
-117.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | +1.8% | +0.5% | +1.3% | +1.6% |
| 30D | +1.6% | -0.9% | +2.5% | +2.1% |
| 3M | +1.7% | +3.9% | -2.2% | -0.3% |
| 6M | +4.3% | +14.5% | -10.3% | -2.7% |
| YTD | +8.7% | +13.0% | -4.3% | +2.0% |
| 1Y | +7.3% | +19.4% | -12.1% | -2.2% |
| 3Y | +57.8% | +78.9% | -21.1% | +14.3% |
| 5Y | +83.9% | +82.3% | +1.7% | +29.7% |
| 10Y | +196.6% | +314.2% | -117.6% | +32.5% |
| All | +196.6% | +314.0% | -117.4% | +32.5% |
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