+839.6%
SNFCA vs VOO
+812.0%
+27.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.7% |
| 7D | +0.6% | +0.5% | 0.0% | +0.4% |
| 30D | -9.0% | -0.9% | -8.1% | -8.7% |
| 3M | -1.0% | +3.9% | -4.9% | -2.5% |
| 6M | +2.3% | +14.5% | -12.2% | -3.2% |
| YTD | +2.2% | +13.0% | -10.7% | -2.7% |
| 1Y | +7.8% | +19.4% | -11.6% | +0.4% |
| 3Y | +28.8% | +78.9% | -50.0% | +4.2% |
| 5Y | +29.2% | +82.3% | -53.0% | +3.2% |
| 10Y | +130.1% | +314.2% | -184.1% | +35.1% |
| All | +839.6% | +812.0% | +27.6% | +311.3% |
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