-18.8%
SLTY vs VOO
+16.9%
-35.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.0% | -1.6% |
| 7D | -0.7% | -4.7% | +4.0% | -4.1% |
| 30D | -3.4% | -5.9% | +2.5% | -7.7% |
| 3M | -0.5% | -4.5% | +4.0% | -3.7% |
| 6M | -4.6% | +1.9% | -6.4% | -1.9% |
| YTD | -7.6% | +8.4% | -16.0% | +1.2% |
| 1Y | -8.3% | +9.5% | -17.7% | +2.0% |
| All | -18.8% | +16.9% | -35.7% | -3.1% |
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