+141.8%
SAN vs VOO
+795.4%
-653.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.2% |
| 7D | +10.8% | -0.6% | +11.3% | +11.5% |
| 30D | -5.7% | -3.6% | -2.1% | -1.3% |
| 3M | -13.4% | -2.7% | -10.7% | -10.4% |
| 6M | +3.5% | +2.2% | +1.3% | +0.9% |
| YTD | +9.7% | +10.9% | -1.2% | -2.7% |
| 1Y | +20.9% | +11.3% | +9.5% | +6.6% |
| 3Y | +254.3% | +76.9% | +177.4% | +70.0% |
| 5Y | +304.2% | +73.5% | +230.7% | +98.1% |
| 10Y | +260.2% | +307.7% | -47.5% | -48.6% |
| All | +141.8% | +795.4% | -653.6% | -90.7% |
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