+72.9%
SLVO vs VOO
+75.1%
-2.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.4% |
| 7D | -0.8% | -0.9% | +0.1% | -0.5% |
| 30D | -12.2% | -2.3% | -9.9% | -11.2% |
| 3M | -14.3% | -1.2% | -13.2% | -13.8% |
| 6M | -23.2% | +3.3% | -26.5% | -24.0% |
| YTD | -10.3% | +12.3% | -22.6% | -14.0% |
| 1Y | -0.7% | +12.5% | -13.2% | -4.8% |
| 3Y | +96.0% | +79.2% | +16.8% | +61.2% |
| 5Y | +72.9% | +75.7% | -2.8% | +39.1% |
| All | +72.9% | +75.1% | -2.3% | +39.1% |
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 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