-87.5%
SANA vs VOO
+80.3%
-167.9%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.2% |
| 7D | -21.2% | -2.0% | -19.2% | -17.6% |
| 30D | -18.5% | -1.7% | -16.8% | -15.2% |
| 3M | +9.6% | +4.7% | +4.8% | -0.8% |
| 6M | -6.1% | +12.6% | -18.6% | -26.9% |
| YTD | -24.1% | +11.8% | -35.8% | -39.5% |
| 1Y | +6.2% | +17.5% | -11.4% | -22.4% |
| 3Y | -43.9% | +77.0% | -120.9% | -82.0% |
| 5Y | -87.5% | +82.6% | -170.1% | -95.8% |
| All | -87.5% | +80.3% | -167.9% | -95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling