-3.0%
SRL vs VOO
+79.7%
-82.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.7% |
| 7D | -8.1% | -0.9% | -7.2% | -7.7% |
| 30D | -20.6% | -2.3% | -18.2% | -19.7% |
| 3M | -34.6% | -1.2% | -33.4% | -34.2% |
| 6M | -37.8% | +3.3% | -41.2% | -38.5% |
| YTD | -54.9% | +12.3% | -67.2% | -56.9% |
| 1Y | -33.9% | +12.5% | -46.4% | -36.9% |
| All | -3.0% | +79.7% | -82.7% | -13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling