+47.3%
SAMG vs VOO
+498.3%
-451.0%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.6% |
| 7D | +0.8% | +0.1% | +0.7% | +0.6% |
| 30D | +0.4% | +0.1% | +0.3% | +0.3% |
| 3M | -7.3% | +2.0% | -9.3% | -9.5% |
| 6M | -32.1% | +13.0% | -45.2% | -40.1% |
| YTD | -30.7% | +13.6% | -44.3% | -39.2% |
| 1Y | -32.8% | +20.1% | -52.9% | -44.2% |
| 3Y | -37.4% | +77.6% | -114.9% | -65.0% |
| 5Y | -20.8% | +82.4% | -103.2% | -57.7% |
| 10Y | +26.5% | +316.8% | -290.3% | -69.7% |
| All | +47.3% | +498.3% | -451.0% | -74.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling