+31.3%
SAIH vs VOO
+75.9%
-44.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.3% |
| 7D | -5.5% | -2.0% | -3.5% | -2.1% |
| 30D | +4.7% | -1.7% | +6.4% | +7.6% |
| 3M | +112.5% | +4.7% | +107.8% | +93.3% |
| 6M | +187.9% | +12.6% | +175.4% | +127.6% |
| YTD | +157.0% | +11.8% | +145.2% | +106.6% |
| 1Y | +149.1% | +17.5% | +131.6% | +82.5% |
| All | +31.3% | +75.9% | -44.6% | -42.1% |
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