+9.3%
SAM vs VOO
+11.8%
-2.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.1% |
| 7D | -2.4% | +3.3% | -5.6% | -1.5% |
| 30D | +23.9% | -2.7% | +26.6% | +23.1% |
| 3M | +19.5% | -1.7% | +21.2% | +19.0% |
| 6M | +20.8% | +3.1% | +17.7% | +22.0% |
| YTD | +12.6% | +11.9% | +0.6% | +12.6% |
| 1Y | +9.3% | +12.1% | -2.8% | +9.1% |
| All | +9.3% | +11.8% | -2.5% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling