-26.6%
SARO vs VOO
+37.6%
-64.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.6% |
| 7D | -3.1% | -0.8% | -2.3% | -2.2% |
| 30D | -12.2% | -1.1% | -11.2% | -11.1% |
| 3M | -7.4% | +3.9% | -11.2% | -11.4% |
| 6M | -15.3% | +13.6% | -28.9% | -26.9% |
| YTD | -16.2% | +12.7% | -28.9% | -27.0% |
| 1Y | -12.1% | +17.6% | -29.7% | -26.9% |
| All | -26.6% | +37.6% | -64.1% | -48.6% |
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