+159.1%
SA vs VOO
+306.9%
-147.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.3% | -6.4% | -6.5% |
| 7D | +11.0% | -0.6% | +11.5% | +11.4% |
| 30D | -7.3% | -3.6% | -3.6% | -4.6% |
| 3M | -16.7% | -2.7% | -13.9% | -14.7% |
| 6M | -16.6% | +2.2% | -18.8% | -16.9% |
| YTD | -12.0% | +10.9% | -22.9% | -16.4% |
| 1Y | +7.4% | +11.3% | -3.9% | +2.0% |
| 3Y | +139.6% | +76.9% | +62.7% | +73.2% |
| 5Y | +33.3% | +73.5% | -40.2% | -3.9% |
| 10Y | +159.1% | +307.7% | -148.6% | +45.5% |
| All | +159.1% | +306.9% | -147.8% | +45.5% |
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