-84.7%
SAGT vs VOO
+36.3%
-121.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.5% | -4.3% |
| 7D | -9.5% | -0.8% | -8.8% | -9.0% |
| 30D | -20.7% | -1.1% | -19.6% | -20.1% |
| 3M | -49.4% | +3.9% | -53.3% | -50.6% |
| 6M | -74.7% | +13.6% | -88.4% | -76.8% |
| YTD | -73.4% | +12.7% | -86.1% | -75.4% |
| 1Y | -73.1% | +17.6% | -90.7% | -76.1% |
| All | -84.7% | +36.3% | -121.0% | -86.5% |
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