+287.4%
SANM vs VOO
+77.0%
+210.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +1.1% |
| 7D | +9.8% | -0.4% | +10.2% | +10.5% |
| 30D | +3.5% | -1.4% | +4.9% | +5.9% |
| 3M | -14.9% | +3.7% | -18.7% | -18.9% |
| 6M | +64.6% | +13.0% | +51.6% | +39.8% |
| YTD | +37.4% | +12.4% | +24.9% | +17.9% |
| 1Y | +75.1% | +18.6% | +56.5% | +41.0% |
| All | +287.4% | +77.0% | +210.4% | +96.3% |
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 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