+5.2%
SLS vs VOO
+72.6%
-67.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.6% |
| 7D | -6.7% | +2.6% | -9.2% | -9.6% |
| 30D | -33.8% | -2.0% | -31.9% | -31.4% |
| 3M | -36.4% | -2.8% | -33.6% | -33.5% |
| 6M | +20.4% | +2.2% | +18.2% | +19.3% |
| YTD | +108.5% | +11.5% | +97.0% | +87.7% |
| 1Y | +438.4% | +13.5% | +424.9% | +375.1% |
| 3Y | +793.2% | +78.1% | +715.1% | +323.6% |
| All | +5.2% | +72.6% | -67.4% | -48.2% |
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