+60.2%
SLVM vs VOO
+86.3%
-26.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.1% |
| 7D | +2.5% | +0.5% | +2.0% | +2.0% |
| 30D | -13.8% | -0.9% | -12.9% | -13.1% |
| 3M | -7.4% | +3.9% | -11.3% | -10.7% |
| 6M | -17.1% | +14.5% | -31.7% | -27.0% |
| YTD | -24.1% | +13.0% | -37.1% | -32.3% |
| 1Y | -17.4% | +19.4% | -36.8% | -30.3% |
| 3Y | -4.0% | +78.9% | -82.9% | -42.9% |
| All | +60.2% | +86.3% | -26.0% | -5.0% |
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