+3,838.3%
SAIA vs VOO
+795.4%
+3,042.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.3% |
| 7D | -3.9% | -0.6% | -3.3% | -3.0% |
| 30D | +0.8% | -3.6% | +4.5% | +5.9% |
| 3M | -4.6% | -2.7% | -1.9% | -1.0% |
| 6M | -24.5% | +2.2% | -26.8% | -27.0% |
| YTD | +4.0% | +10.9% | -6.9% | -9.2% |
| 1Y | +22.3% | +11.3% | +11.0% | +6.4% |
| 3Y | -14.3% | +76.9% | -91.2% | -59.4% |
| 5Y | +2.0% | +73.5% | -71.6% | -48.7% |
| 10Y | +744.5% | +307.7% | +436.8% | +39.5% |
| All | +3,838.3% | +795.4% | +3,042.9% | +65.6% |
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