-57.7%
SRL vs VOO
+309.6%
-367.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -6.2% | +2.6% | -8.7% | -7.3% |
| 30D | -20.0% | -2.0% | -18.0% | -19.2% |
| 3M | -35.8% | -2.8% | -33.0% | -34.9% |
| 6M | -38.0% | +2.2% | -40.2% | -38.6% |
| YTD | -55.6% | +11.5% | -67.1% | -57.8% |
| 1Y | -35.0% | +13.5% | -48.5% | -38.8% |
| 3Y | -4.5% | +78.1% | -82.6% | -28.3% |
| 5Y | -59.3% | +73.1% | -132.4% | -69.2% |
| All | -57.7% | +309.6% | -367.3% | -83.0% |
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