-16.6%
SAMG vs VOO
+78.5%
-95.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | +5.1% | +2.6% | +2.5% | +3.5% |
| 30D | +9.9% | -2.0% | +11.9% | +10.9% |
| 3M | +12.7% | -2.8% | +15.5% | +14.3% |
| 6M | -2.8% | +2.2% | -5.0% | -4.8% |
| YTD | -21.9% | +11.5% | -33.5% | -28.3% |
| 1Y | -13.8% | +13.5% | -27.3% | -21.8% |
| 3Y | -16.6% | +78.1% | -94.7% | -55.6% |
| All | -16.6% | +78.5% | -95.1% | -55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling