+183.9%
SAN vs VOO
+817.1%
-633.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.3% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +2.0% | +0.1% | +1.9% | +1.9% |
| 3M | +19.7% | +2.0% | +17.7% | +17.0% |
| 6M | +30.6% | +13.0% | +17.6% | +12.7% |
| YTD | +28.8% | +13.6% | +15.3% | +10.8% |
| 1Y | +57.8% | +20.1% | +37.7% | +26.5% |
| 3Y | +338.1% | +77.6% | +260.6% | +109.4% |
| 5Y | +384.2% | +82.4% | +301.8% | +122.5% |
| 10Y | +353.1% | +316.8% | +36.3% | -37.0% |
| All | +183.9% | +817.1% | -633.2% | -89.4% |
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