-25.4%
SAR vs VOO
+72.6%
-98.0%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.3% |
| 7D | -11.5% | +2.6% | -14.1% | -12.7% |
| 30D | -21.7% | -2.0% | -19.7% | -20.8% |
| 3M | -38.5% | -2.8% | -35.7% | -37.6% |
| 6M | -43.4% | +2.2% | -45.6% | -44.2% |
| YTD | -43.1% | +11.5% | -54.6% | -46.5% |
| 1Y | -39.6% | +13.5% | -53.1% | -43.9% |
| 3Y | -29.3% | +78.1% | -107.4% | -49.6% |
| All | -25.4% | +72.6% | -98.0% | -48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling