-39.0%
SLN vs VOO
+82.3%
-121.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.6% | -5.8% |
| 7D | -7.1% | +0.5% | -7.7% | -7.5% |
| 30D | +14.6% | -0.9% | +15.5% | +15.3% |
| 3M | +119.7% | +3.9% | +115.9% | +114.0% |
| 6M | +119.7% | +14.5% | +105.2% | +101.8% |
| YTD | +125.2% | +13.0% | +112.2% | +108.2% |
| 1Y | +154.5% | +19.4% | +135.0% | +126.9% |
| 3Y | +62.0% | +78.9% | -16.9% | +12.6% |
| 5Y | -39.0% | +82.3% | -121.2% | -58.6% |
| All | -39.0% | +82.3% | -121.3% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling