+69.5%
SAMT vs VOO
+85.1%
-15.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -0.6% | -0.6% | 0.0% | -0.2% |
| 30D | -4.5% | -3.6% | -0.9% | -1.8% |
| 3M | -6.8% | -2.7% | -4.1% | -4.9% |
| 6M | -8.5% | +2.2% | -10.8% | -10.1% |
| YTD | +5.1% | +10.9% | -5.8% | -3.1% |
| 1Y | +7.3% | +11.3% | -4.1% | -1.3% |
| 3Y | +82.3% | +76.9% | +5.4% | +18.3% |
| All | +69.5% | +85.1% | -15.5% | +5.6% |
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 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