+83.4%
SANM vs VOO
+18.2%
+65.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.4% | +4.1% |
| 7D | +8.8% | -0.8% | +9.6% | +10.9% |
| 30D | +3.4% | -1.1% | +4.5% | +6.4% |
| 3M | -12.5% | +3.9% | -16.4% | -19.7% |
| 6M | +70.2% | +13.6% | +56.6% | +30.7% |
| YTD | +43.9% | +12.7% | +31.2% | +12.6% |
| 1Y | +83.4% | +17.6% | +65.9% | +17.3% |
| All | +83.4% | +18.2% | +65.2% | +17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling