+169.4%
SLRC vs VOO
+806.9%
-637.5%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -1.3% |
| 7D | -3.6% | -0.9% | -2.7% | -3.1% |
| 30D | +3.0% | -2.3% | +5.3% | +4.6% |
| 3M | -6.9% | -1.2% | -5.7% | -6.2% |
| 6M | -6.9% | +3.3% | -10.3% | -9.4% |
| YTD | -17.7% | +12.3% | -30.1% | -24.8% |
| 1Y | -16.0% | +12.5% | -28.5% | -23.3% |
| 3Y | +8.4% | +79.2% | -70.8% | -30.6% |
| 5Y | +1.7% | +75.7% | -74.0% | -34.8% |
| 10Y | +40.6% | +313.7% | -273.1% | -53.2% |
| All | +169.4% | +806.9% | -637.5% | -51.8% |
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