-83.2%
SAIH vs VOO
+91.6%
-174.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.2% |
| 7D | -3.7% | -0.4% | -3.3% | -3.3% |
| 30D | +8.8% | -1.4% | +10.1% | +10.2% |
| 3M | +127.4% | +3.7% | +123.7% | +117.8% |
| 6M | +227.1% | +13.0% | +214.1% | +186.3% |
| YTD | +166.0% | +12.4% | +153.5% | +134.9% |
| 1Y | +187.9% | +18.6% | +169.3% | +141.8% |
| 3Y | +37.1% | +78.1% | -41.0% | -9.0% |
| 5Y | -83.1% | +82.3% | -165.3% | -89.0% |
| All | -83.2% | +91.6% | -174.7% | -89.0% |
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