-8.2%
SA vs VOO
+777.9%
-786.0%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +3.0% | +3.1% |
| 7D | +9.1% | -2.7% | +11.8% | +11.0% |
| 30D | -1.2% | -5.4% | +4.2% | +2.5% |
| 3M | -9.1% | -4.1% | -5.0% | -6.4% |
| 6M | -13.1% | +0.7% | -13.9% | -12.6% |
| YTD | -10.9% | +8.7% | -19.6% | -13.9% |
| 1Y | +18.2% | +11.0% | +7.2% | +13.1% |
| 3Y | +122.3% | +75.5% | +46.9% | +65.1% |
| 5Y | +41.2% | +68.4% | -27.2% | +6.2% |
| 10Y | +132.3% | +315.7% | -183.3% | +12.4% |
| All | -8.2% | +777.9% | -786.0% | -74.6% |
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