-7.5%
SAIL vs VOO
+27.1%
-34.5%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.3% | +3.6% | +2.4% |
| 7D | +6.1% | +0.1% | +6.0% | +6.2% |
| 30D | -2.0% | -3.3% | +1.3% | +3.5% |
| 3M | +9.1% | -2.4% | +11.5% | +13.6% |
| 6M | +66.5% | +2.6% | +63.9% | +60.8% |
| YTD | +0.6% | +11.3% | -10.6% | -14.5% |
| 1Y | +2.9% | +13.4% | -10.6% | -14.9% |
| All | -7.5% | +27.1% | -34.5% | -27.2% |
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