-83.8%
SAIH vs VOO
+92.0%
-175.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.0% |
| 7D | -9.0% | -0.8% | -8.3% | -8.3% |
| 30D | +5.9% | -1.1% | +7.0% | +7.0% |
| 3M | +110.7% | +3.9% | +106.8% | +101.7% |
| 6M | +202.6% | +13.6% | +188.9% | +163.4% |
| YTD | +156.5% | +12.7% | +143.8% | +126.0% |
| 1Y | +200.6% | +17.6% | +183.1% | +155.1% |
| 3Y | +31.1% | +77.3% | -46.2% | -12.9% |
| 5Y | -83.7% | +84.1% | -167.8% | -89.4% |
| All | -83.8% | +92.0% | -175.8% | -89.5% |
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