-81.2%
SRL vs VOO
+800.4%
-881.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -6.2% | +2.6% | -8.7% | -7.5% |
| 30D | -20.0% | -2.0% | -18.0% | -19.0% |
| 3M | -35.8% | -2.8% | -33.0% | -34.7% |
| 6M | -38.0% | +2.2% | -40.2% | -38.7% |
| YTD | -55.6% | +11.5% | -67.1% | -58.3% |
| 1Y | -35.0% | +13.5% | -48.5% | -39.5% |
| 3Y | -4.5% | +78.1% | -82.6% | -32.4% |
| 5Y | -59.3% | +73.1% | -132.4% | -71.0% |
| 10Y | -59.4% | +310.7% | -370.2% | -84.5% |
| All | -81.2% | +800.4% | -881.7% | -95.7% |
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