+7.3%
SAMT vs VOO
+12.0%
-4.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | -0.6% | -0.6% | 0.0% | -0.2% |
| 30D | -4.5% | -3.6% | -0.9% | -1.2% |
| 3M | -6.8% | -2.7% | -4.1% | -4.5% |
| 6M | -8.5% | +2.2% | -10.8% | -10.7% |
| YTD | +5.1% | +10.9% | -5.8% | -4.7% |
| 1Y | +7.3% | +11.3% | -4.1% | -3.3% |
| All | +7.3% | +12.0% | -4.7% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling