-71.9%
SRL vs VOO
+817.1%
-889.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.3% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -1.6% | +0.1% | -1.6% | -1.6% |
| 3M | -7.0% | +2.0% | -9.0% | -8.1% |
| 6M | -35.5% | +13.0% | -48.6% | -39.9% |
| YTD | -33.3% | +13.6% | -46.9% | -38.1% |
| 1Y | +3.6% | +20.1% | -16.4% | -6.7% |
| 3Y | -4.0% | +77.6% | -81.5% | -31.9% |
| 5Y | -41.9% | +82.4% | -124.3% | -60.0% |
| 10Y | -42.3% | +316.8% | -359.2% | -78.2% |
| All | -71.9% | +817.1% | -889.0% | -93.7% |
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 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