-17.0%
SAIA vs VOO
+79.1%
-96.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.1% |
| 7D | +7.0% | +0.5% | +6.5% | +6.2% |
| 30D | -2.6% | -0.9% | -1.6% | -1.2% |
| 3M | -26.2% | +3.9% | -30.1% | -30.1% |
| 6M | -1.4% | +14.5% | -15.9% | -18.4% |
| YTD | +8.7% | +13.0% | -4.3% | -8.1% |
| 1Y | +13.7% | +19.4% | -5.7% | -11.0% |
| 3Y | -17.0% | +78.9% | -95.9% | -62.4% |
| All | -17.0% | +79.1% | -96.1% | -62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling