-44.0%
SAGT vs VOO
+12.1%
-56.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.2% | +5.1% |
| 7D | +11.9% | +2.6% | +9.3% | +10.1% |
| 30D | +154.1% | -2.0% | +156.1% | +155.6% |
| 3M | +57.2% | -2.8% | +60.0% | +58.8% |
| 6M | -11.5% | +2.2% | -13.6% | -12.6% |
| YTD | -47.8% | +11.5% | -59.3% | -46.7% |
| 1Y | -44.0% | +13.5% | -57.5% | -48.1% |
| All | -44.0% | +12.1% | -56.1% | -48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling