+80.8%
SLVM vs VOO
+79.3%
+1.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.1% | +0.3% | +18.8% | +18.8% |
| 7D | +22.1% | -2.7% | +24.9% | +25.2% |
| 30D | +24.0% | -5.4% | +29.3% | +30.1% |
| 3M | +5.7% | -4.1% | +9.7% | +9.6% |
| 6M | -9.9% | +0.7% | -10.7% | -10.9% |
| YTD | -14.4% | +8.7% | -23.1% | -21.1% |
| 1Y | -4.3% | +11.0% | -15.3% | -13.6% |
| 3Y | -3.0% | +75.5% | -78.4% | -41.2% |
| 5Y | +60.9% | +68.4% | -7.5% | -0.1% |
| All | +80.8% | +79.3% | +1.5% | +10.8% |
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