+378.1%
SAR vs VOO
+812.0%
-433.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -3.5% | +0.5% | -4.1% | -3.9% |
| 30D | -11.6% | -0.9% | -10.7% | -11.0% |
| 3M | -18.7% | +3.9% | -22.6% | -20.9% |
| 6M | -19.4% | +14.5% | -33.9% | -26.8% |
| YTD | -16.2% | +13.0% | -29.2% | -23.2% |
| 1Y | -18.6% | +19.4% | -38.0% | -28.2% |
| 3Y | +4.6% | +78.9% | -74.2% | -31.4% |
| 5Y | +8.9% | +82.3% | -73.4% | -30.6% |
| 10Y | +160.1% | +314.2% | -154.1% | +6.9% |
| All | +378.1% | +812.0% | -433.9% | +59.7% |
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