+39.3%
SAIC vs VOO
+79.7%
-40.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.4% |
| 7D | +1.4% | -0.9% | +2.3% | +1.7% |
| 30D | +14.7% | -2.3% | +17.0% | +15.6% |
| 3M | +22.0% | -1.2% | +23.2% | +22.4% |
| 6M | +65.7% | +3.3% | +62.3% | +63.3% |
| YTD | +53.6% | +12.3% | +41.3% | +46.2% |
| 1Y | +68.8% | +12.5% | +56.3% | +60.5% |
| All | +39.3% | +79.7% | -40.4% | +14.3% |
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 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