-19.1%
SAIL vs VOO
+29.0%
-48.1%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -4.6% |
| 7D | -7.5% | +0.5% | -8.0% | -8.2% |
| 30D | -4.7% | -0.9% | -3.7% | -3.0% |
| 3M | +0.6% | +3.9% | -3.3% | -4.9% |
| 6M | +15.6% | +14.5% | +1.1% | -6.1% |
| YTD | -12.1% | +13.0% | -25.0% | -26.9% |
| 1Y | -20.5% | +19.4% | -40.0% | -39.0% |
| All | -19.1% | +29.0% | -48.1% | -37.8% |
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