+59.8%
SAP vs VOO
+80.9%
-21.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.5% |
| 7D | -2.9% | +0.1% | -3.0% | -3.0% |
| 30D | +9.0% | +0.1% | +9.0% | +9.0% |
| 3M | +14.9% | +2.0% | +12.9% | +12.7% |
| 6M | +11.9% | +13.0% | -1.1% | -0.6% |
| YTD | -9.9% | +13.6% | -23.5% | -20.3% |
| 1Y | -19.5% | +20.1% | -39.6% | -32.5% |
| All | +59.8% | +80.9% | -21.1% | -12.3% |
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