+170.0%
SA vs VOO
+311.2%
-141.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -3.8% | +3.3% | -7.0% | -5.9% |
| 30D | -8.1% | -2.7% | -5.4% | -6.1% |
| 3M | -24.4% | -1.7% | -22.7% | -23.2% |
| 6M | -25.2% | +3.1% | -28.3% | -26.0% |
| YTD | -17.0% | +11.9% | -28.9% | -21.7% |
| 1Y | -1.6% | +12.1% | -13.7% | -7.1% |
| 3Y | +126.0% | +78.6% | +47.5% | +62.3% |
| 5Y | +19.0% | +73.8% | -54.8% | -14.5% |
| All | +170.0% | +311.2% | -141.2% | +62.3% |
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