-12.7%
SAIL vs VOO
+24.2%
-36.9%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.0% |
| 7D | -8.8% | -2.7% | -6.1% | -4.7% |
| 30D | -1.9% | -5.4% | +3.5% | +6.9% |
| 3M | +8.7% | -4.1% | +12.7% | +16.1% |
| 6M | +65.3% | +0.7% | +64.6% | +63.9% |
| YTD | -5.0% | +8.7% | -13.8% | -16.5% |
| 1Y | -3.7% | +11.0% | -14.6% | -17.7% |
| All | -12.7% | +24.2% | -36.9% | -28.9% |
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