+416.0%
SAH vs VOO
+321.7%
+94.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.1% |
| 7D | -3.7% | -2.0% | -1.7% | -1.3% |
| 30D | -5.1% | -1.7% | -3.4% | -3.1% |
| 3M | -8.6% | +4.7% | -13.4% | -14.1% |
| 6M | +28.1% | +12.6% | +15.6% | +10.2% |
| YTD | +25.1% | +11.8% | +13.3% | +8.6% |
| 1Y | -3.7% | +17.5% | -21.2% | -21.6% |
| 3Y | +56.9% | +77.0% | -20.1% | -23.9% |
| 5Y | +69.9% | +82.6% | -12.6% | -21.3% |
| All | +416.0% | +321.7% | +94.3% | -20.3% |
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