+30.3%
SAMG vs VOO
+309.6%
-279.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +5.1% | +2.6% | +2.5% | +2.5% |
| 30D | +9.9% | -2.0% | +11.9% | +11.6% |
| 3M | +12.7% | -2.8% | +15.5% | +15.1% |
| 6M | -2.8% | +2.2% | -5.0% | -5.8% |
| YTD | -21.9% | +11.5% | -33.5% | -31.0% |
| 1Y | -13.8% | +13.5% | -27.3% | -25.1% |
| 3Y | -16.6% | +78.1% | -94.7% | -54.9% |
| 5Y | -14.4% | +73.1% | -87.5% | -53.0% |
| All | +30.3% | +309.6% | -279.4% | -71.8% |
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