-84.1%
SAGT vs VOO
+35.2%
-119.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.2% |
| 7D | -7.3% | -2.0% | -5.3% | -5.9% |
| 30D | -18.2% | -1.7% | -16.5% | -17.2% |
| 3M | -48.9% | +4.7% | -53.7% | -50.2% |
| 6M | -68.7% | +12.6% | -81.3% | -71.1% |
| YTD | -72.4% | +11.8% | -84.1% | -74.3% |
| 1Y | -70.5% | +17.5% | -88.1% | -73.8% |
| All | -84.1% | +35.2% | -119.3% | -85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling