+124.7%
SAIC vs VOO
+325.3%
-200.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.2% |
| 7D | +2.5% | -0.8% | +3.3% | +3.2% |
| 30D | +2.8% | -1.1% | +3.9% | +3.8% |
| 3M | +13.4% | +3.9% | +9.5% | +9.4% |
| 6M | +42.8% | +13.6% | +29.2% | +26.9% |
| YTD | +30.4% | +12.7% | +17.7% | +16.6% |
| 1Y | +23.9% | +17.6% | +6.3% | +6.5% |
| 3Y | +22.3% | +77.3% | -55.0% | -30.0% |
| 5Y | +65.3% | +84.1% | -18.8% | -11.5% |
| All | +124.7% | +325.3% | -200.6% | -56.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling