-19.0%
SLTY vs VOO
+19.6%
-38.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.6% |
| 7D | -0.6% | -0.6% | 0.0% | -0.8% |
| 30D | -3.7% | -3.6% | 0.0% | -6.3% |
| 3M | -0.6% | -2.7% | +2.1% | -2.4% |
| 6M | -3.7% | +2.2% | -6.0% | -1.2% |
| YTD | -7.8% | +10.9% | -18.7% | +2.7% |
| 1Y | -6.3% | +11.3% | -17.6% | +5.1% |
| All | -19.0% | +19.6% | -38.6% | -1.7% |
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