+506.4%
SAIC vs VOO
+452.8%
+53.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +2.7% | +2.6% | +0.1% | +0.5% |
| 30D | +14.2% | -2.0% | +16.2% | +16.0% |
| 3M | +19.0% | -2.8% | +21.7% | +21.5% |
| 6M | +67.2% | +2.2% | +65.0% | +63.1% |
| YTD | +51.3% | +11.5% | +39.7% | +35.8% |
| 1Y | +69.9% | +13.5% | +56.4% | +50.1% |
| 3Y | +37.2% | +78.1% | -40.9% | -22.6% |
| 5Y | +80.1% | +73.1% | +7.0% | +2.1% |
| 10Y | +120.5% | +310.7% | -190.2% | -50.9% |
| All | +506.4% | +452.8% | +53.6% | +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 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