+342.6%
SAN vs VOO
+77.0%
+265.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.7% |
| 7D | -0.5% | -0.4% | -0.1% | -0.1% |
| 30D | -0.1% | -1.4% | +1.3% | +1.4% |
| 3M | +19.6% | +3.7% | +15.9% | +15.4% |
| 6M | +32.7% | +13.0% | +19.6% | +17.8% |
| YTD | +26.7% | +12.4% | +14.3% | +13.4% |
| 1Y | +51.6% | +18.6% | +33.0% | +29.7% |
| All | +342.6% | +77.0% | +265.6% | +166.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling