+1.5%
SAR vs VOO
+77.0%
-75.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | -4.0% | -0.4% | -3.6% | -3.8% |
| 30D | -10.7% | -1.4% | -9.4% | -10.1% |
| 3M | -19.3% | +3.7% | -23.0% | -20.9% |
| 6M | -18.8% | +13.0% | -31.8% | -24.2% |
| YTD | -16.6% | +12.4% | -29.0% | -21.9% |
| 1Y | -18.1% | +18.6% | -36.7% | -25.5% |
| All | +1.5% | +77.0% | -75.5% | -27.9% |
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 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