+179.0%
SAP vs VOO
+315.3%
-136.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.7% |
| 7D | -0.3% | -0.4% | +0.1% | +0.1% |
| 30D | +0.3% | -1.4% | +1.7% | +1.7% |
| 3M | +16.9% | +3.7% | +13.2% | +12.6% |
| 6M | +6.3% | +13.0% | -6.7% | -5.8% |
| YTD | -12.4% | +12.4% | -24.8% | -22.0% |
| 1Y | -21.6% | +18.6% | -40.2% | -33.7% |
| 3Y | +54.8% | +78.1% | -23.3% | -11.6% |
| 5Y | +56.2% | +82.3% | -26.1% | -12.9% |
| 10Y | +179.0% | +322.5% | -143.5% | -29.8% |
| All | +179.0% | +315.3% | -136.3% | -29.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling