+45.1%
SAIA vs VOO
+81.6%
-36.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.7% |
| 7D | +4.4% | -0.4% | +4.7% | +5.0% |
| 30D | -2.6% | -1.4% | -1.2% | -0.4% |
| 3M | -27.7% | +3.7% | -31.4% | -31.7% |
| 6M | -6.0% | +13.0% | -19.1% | -21.8% |
| YTD | +6.1% | +12.4% | -6.3% | -10.7% |
| 1Y | +13.2% | +18.6% | -5.4% | -12.2% |
| 3Y | -19.0% | +78.1% | -97.0% | -66.1% |
| 5Y | +45.1% | +82.3% | -37.2% | -37.7% |
| All | +45.1% | +81.6% | -36.5% | -37.7% |
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