+27.0%
SAMG vs VOO
+314.0%
-287.0%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -1.4% | +0.5% | -1.9% | -1.9% |
| 30D | -1.8% | -0.9% | -0.8% | -0.9% |
| 3M | -6.4% | +3.9% | -10.3% | -10.3% |
| 6M | -31.3% | +14.5% | -45.8% | -40.4% |
| YTD | -31.7% | +13.0% | -44.6% | -40.0% |
| 1Y | -34.3% | +19.4% | -53.7% | -45.5% |
| 3Y | -34.8% | +78.9% | -113.6% | -64.7% |
| 5Y | -21.5% | +82.3% | -103.8% | -59.2% |
| 10Y | +27.0% | +314.2% | -287.2% | -73.8% |
| All | +27.0% | +314.0% | -287.0% | -73.8% |
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