+161.0%
SA vs VOO
+314.0%
-153.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | +0.2% |
| 7D | +6.1% | +0.5% | +5.6% | +5.8% |
| 30D | +2.0% | -0.9% | +3.0% | +2.8% |
| 3M | +14.1% | +3.9% | +10.2% | +11.6% |
| 6M | -5.3% | +14.5% | -19.9% | -12.4% |
| YTD | +7.3% | +13.0% | -5.6% | +0.3% |
| 1Y | +77.0% | +19.4% | +57.6% | +60.2% |
| 3Y | +192.7% | +78.9% | +113.8% | +108.3% |
| 5Y | +76.7% | +82.3% | -5.5% | +22.9% |
| 10Y | +161.0% | +314.2% | -153.2% | +28.4% |
| All | +161.0% | +314.0% | -153.0% | +28.4% |
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