+142.5%
SQLV vs VOO
+264.5%
-122.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +1.7% |
| 7D | +2.7% | -0.7% | +3.4% | +3.3% |
| 30D | +5.8% | -1.1% | +6.8% | +6.6% |
| 3M | -0.6% | -0.3% | -0.3% | -0.4% |
| 6M | +15.2% | +7.4% | +7.9% | +8.6% |
| YTD | +27.7% | +13.4% | +14.4% | +15.3% |
| 1Y | +33.6% | +14.8% | +18.8% | +19.4% |
| 3Y | +58.1% | +83.3% | -25.2% | -1.5% |
| 5Y | +42.6% | +76.1% | -33.5% | -9.0% |
| All | +142.5% | +264.5% | -122.1% | -5.8% |
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 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