+1,834.4%
SANM vs VOO
+817.1%
+1,017.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.9% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | -0.4% | +0.1% | -0.4% | -0.3% |
| 3M | -29.2% | +2.0% | -31.2% | -30.3% |
| 6M | +42.2% | +13.0% | +29.2% | +22.9% |
| YTD | +32.3% | +13.6% | +18.7% | +13.8% |
| 1Y | +65.6% | +20.1% | +45.5% | +33.3% |
| 3Y | +254.2% | +77.6% | +176.7% | +72.2% |
| 5Y | +404.6% | +82.4% | +322.2% | +133.7% |
| 10Y | +640.6% | +316.8% | +323.7% | -2.6% |
| All | +1,834.4% | +817.1% | +1,017.3% | -52.9% |
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