+38.3%
SLVM vs VOO
+72.6%
-34.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | -2.2% | +2.6% | -4.7% | -4.5% |
| 30D | +20.0% | -2.0% | +22.0% | +21.9% |
| 3M | +0.4% | -2.8% | +3.2% | +2.7% |
| 6M | +3.3% | +2.2% | +1.1% | +0.9% |
| YTD | -16.3% | +11.5% | -27.8% | -24.8% |
| 1Y | -13.2% | +13.5% | -26.7% | -23.4% |
| 3Y | -9.9% | +78.1% | -88.0% | -46.6% |
| All | +38.3% | +72.6% | -34.2% | -16.7% |
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 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