+725.2%
SAH vs VOO
+800.4%
-75.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | -3.6% | +2.6% | -6.2% | -6.6% |
| 30D | -0.9% | -2.0% | +1.0% | +1.3% |
| 3M | -24.5% | -2.8% | -21.8% | -22.0% |
| 6M | -21.1% | +2.2% | -23.2% | -23.9% |
| YTD | -2.2% | +11.5% | -13.8% | -15.8% |
| 1Y | -5.5% | +13.5% | -19.0% | -20.4% |
| 3Y | +27.9% | +78.1% | -50.2% | -40.6% |
| 5Y | +29.9% | +73.1% | -43.3% | -37.8% |
| 10Y | +266.2% | +310.7% | -44.5% | -44.7% |
| All | +725.2% | +800.4% | -75.2% | -66.3% |
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 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