+562.2%
SAP vs VOO
+795.4%
-233.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | +1.5% | -0.6% | +2.1% | +1.8% |
| 30D | +8.8% | -3.6% | +12.5% | +12.5% |
| 3M | +12.1% | -2.7% | +14.8% | +14.8% |
| 6M | +34.6% | +2.2% | +32.3% | +30.5% |
| YTD | -2.1% | +10.9% | -13.0% | -12.5% |
| 1Y | -5.5% | +11.3% | -16.9% | -15.9% |
| 3Y | +67.4% | +76.9% | -9.5% | -6.8% |
| 5Y | +74.6% | +73.5% | +1.1% | -1.1% |
| 10Y | +224.0% | +307.7% | -83.6% | -25.0% |
| All | +562.2% | +795.4% | -233.2% | -38.2% |
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