+9.4%
SAM vs VOO
+12.0%
-2.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +1.5% |
| 7D | +2.2% | -0.6% | +2.8% | +2.2% |
| 30D | +29.1% | -3.6% | +32.8% | +28.0% |
| 3M | +21.6% | -2.7% | +24.4% | +20.8% |
| 6M | +11.6% | +2.2% | +9.3% | +12.4% |
| YTD | +12.8% | +10.9% | +1.9% | +12.6% |
| 1Y | +9.4% | +11.3% | -2.0% | +8.8% |
| All | +9.4% | +12.0% | -2.7% | +8.8% |
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 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