-60.1%
SLQT vs VOO
+75.9%
-136.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.7% |
| 7D | -5.3% | -2.0% | -3.4% | -1.8% |
| 30D | -25.4% | -1.7% | -23.7% | -23.3% |
| 3M | -40.5% | +4.7% | -45.2% | -45.3% |
| 6M | -27.5% | +12.6% | -40.0% | -40.2% |
| YTD | -63.5% | +11.8% | -75.2% | -69.1% |
| 1Y | -73.7% | +17.5% | -91.3% | -79.4% |
| All | -60.1% | +75.9% | -136.0% | -83.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling