+413.4%
SAIC vs VOO
+459.9%
-46.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | +0.6% | +0.5% | +0.1% | +0.1% |
| 30D | +0.8% | -0.9% | +1.7% | +1.6% |
| 3M | +13.0% | +3.9% | +9.2% | +9.0% |
| 6M | +34.7% | +14.5% | +20.1% | +18.6% |
| YTD | +28.0% | +13.0% | +15.1% | +14.0% |
| 1Y | +26.1% | +19.4% | +6.7% | +6.6% |
| 3Y | +20.2% | +78.9% | -58.7% | -32.2% |
| 5Y | +58.5% | +82.3% | -23.7% | -14.7% |
| 10Y | +114.1% | +314.2% | -200.1% | -52.5% |
| All | +413.4% | +459.9% | -46.6% | -4.0% |
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