+128.2%
SA vs VOO
+78.5%
+49.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.7% |
| 7D | -5.7% | +2.6% | -8.3% | -8.8% |
| 30D | -1.8% | -2.0% | +0.2% | +0.9% |
| 3M | -22.7% | -2.8% | -19.9% | -19.5% |
| 6M | -25.2% | +2.2% | -27.4% | -26.0% |
| YTD | -16.0% | +11.5% | -27.5% | -24.0% |
| 1Y | +6.9% | +13.5% | -6.6% | -4.9% |
| 3Y | +128.2% | +78.1% | +50.1% | +1.7% |
| All | +128.2% | +78.5% | +49.7% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling