+174.1%
SLMBP vs VOO
+317.9%
-143.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.8% | -2.6% |
| 7D | -2.1% | +0.1% | -2.2% | -2.3% |
| 30D | -8.3% | -3.3% | -4.9% | -6.8% |
| 3M | -8.2% | -2.4% | -5.8% | -7.3% |
| 6M | -6.3% | +2.6% | -8.9% | -7.8% |
| YTD | -1.9% | +11.3% | -13.1% | -7.3% |
| 1Y | -3.6% | +13.4% | -17.1% | -9.9% |
| 3Y | +31.9% | +80.3% | -48.4% | -5.2% |
| 5Y | +65.0% | +72.7% | -7.7% | +20.2% |
| 10Y | +174.1% | +310.0% | -135.9% | +29.0% |
| All | +174.1% | +317.9% | -143.8% | +29.0% |
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