+1,017.8%
SAH vs VOO
+817.1%
+200.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.5% |
| 7D | +1.7% | +0.1% | +1.5% | +1.5% |
| 30D | -6.7% | +0.1% | -6.8% | -6.8% |
| 3M | -3.5% | +2.0% | -5.5% | -6.5% |
| 6M | +27.7% | +13.0% | +14.7% | +8.4% |
| YTD | +32.4% | +13.6% | +18.8% | +11.7% |
| 1Y | -0.4% | +20.1% | -20.5% | -21.9% |
| 3Y | +61.8% | +77.6% | -15.8% | -24.4% |
| 5Y | +79.8% | +82.4% | -2.6% | -19.5% |
| 10Y | +459.7% | +316.8% | +142.8% | -16.7% |
| All | +1,017.8% | +817.1% | +200.7% | -55.3% |
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