-14.5%
SAIL vs VOO
+29.7%
-44.2%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.6% | -2.3% |
| 7D | -5.1% | +0.1% | -5.2% | -5.2% |
| 30D | +5.5% | +0.1% | +5.4% | +5.7% |
| 3M | +1.1% | +2.0% | -0.9% | -1.7% |
| 6M | +35.2% | +13.0% | +22.2% | +12.0% |
| YTD | -7.0% | +13.6% | -20.6% | -23.4% |
| 1Y | -10.6% | +20.1% | -30.7% | -32.0% |
| All | -14.5% | +29.7% | -44.2% | -34.8% |
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 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