-25.2%
SLN vs VOO
+149.4%
-174.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +8.7% | +0.1% | +8.6% | +8.6% |
| 30D | +29.8% | +0.1% | +29.7% | +29.7% |
| 3M | +113.0% | +2.0% | +111.0% | +110.6% |
| 6M | +152.4% | +13.0% | +139.4% | +134.8% |
| YTD | +140.0% | +13.6% | +126.4% | +122.4% |
| 1Y | +179.0% | +20.1% | +158.9% | +150.0% |
| 3Y | +71.6% | +77.6% | -5.9% | +23.6% |
| 5Y | -36.7% | +82.4% | -119.1% | -56.4% |
| All | -25.2% | +149.4% | -174.6% | -50.8% |
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