+56.6%
SLRC vs VOO
+315.3%
-258.7%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | -2.3% | -0.4% | -1.9% | -2.0% |
| 30D | -4.3% | -1.4% | -2.9% | -3.3% |
| 3M | -1.4% | +3.7% | -5.1% | -4.1% |
| 6M | -9.4% | +13.0% | -22.4% | -17.6% |
| YTD | -15.3% | +12.4% | -27.8% | -22.7% |
| 1Y | -17.5% | +18.6% | -36.1% | -27.7% |
| 3Y | +9.4% | +78.1% | -68.6% | -30.6% |
| 5Y | +7.0% | +82.3% | -75.3% | -34.4% |
| 10Y | +56.6% | +322.5% | -266.0% | -51.3% |
| All | +56.6% | +315.3% | -258.7% | -51.3% |
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