+70.4%
SAMT vs VOO
+87.4%
-17.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -0.5% |
| 7D | -0.8% | -0.9% | +0.2% | -0.1% |
| 30D | -3.4% | -2.3% | -1.1% | -1.7% |
| 3M | -6.2% | -1.2% | -5.0% | -5.4% |
| 6M | -9.9% | +3.3% | -13.2% | -12.2% |
| YTD | +5.6% | +12.3% | -6.7% | -3.5% |
| 1Y | +8.3% | +12.5% | -4.2% | -1.2% |
| 3Y | +83.3% | +79.2% | +4.1% | +17.8% |
| All | +70.4% | +87.4% | -17.0% | +5.1% |
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