+58.0%
SAMG vs VOO
+472.7%
-414.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -3.0% |
| 7D | -4.5% | -2.7% | -1.8% | -2.2% |
| 30D | +4.3% | -5.4% | +9.7% | +9.4% |
| 3M | +7.6% | -4.1% | +11.6% | +11.2% |
| 6M | -15.6% | +0.7% | -16.4% | -17.2% |
| YTD | -25.7% | +8.7% | -34.4% | -32.4% |
| 1Y | -16.3% | +11.0% | -27.3% | -25.4% |
| 3Y | -24.6% | +75.5% | -100.1% | -57.7% |
| 5Y | -18.1% | +68.4% | -86.5% | -52.8% |
| 10Y | +50.0% | +315.7% | -265.7% | -63.9% |
| All | +58.0% | +472.7% | -414.7% | -71.9% |
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