+67.5%
SRLN vs VOO
+520.2%
-452.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.2% | +0.5% | -0.4% | +0.1% |
| 30D | +0.9% | -0.9% | +1.8% | +1.1% |
| 3M | +2.3% | +3.9% | -1.5% | +1.5% |
| 6M | +5.6% | +14.5% | -8.9% | +2.8% |
| YTD | +3.0% | +13.0% | -10.0% | +0.5% |
| 1Y | +5.1% | +19.4% | -14.3% | +1.4% |
| 3Y | +23.1% | +78.9% | -55.7% | +9.0% |
| 5Y | +27.2% | +82.3% | -55.0% | +11.4% |
| 10Y | +56.8% | +314.2% | -257.5% | +18.5% |
| All | +67.5% | +520.2% | -452.7% | +24.9% |
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