-27.8%
SARO vs VOO
+36.4%
-64.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.6% |
| 7D | -4.0% | -2.0% | -2.0% | -1.7% |
| 30D | -16.1% | -1.7% | -14.5% | -14.4% |
| 3M | -4.5% | +4.7% | -9.3% | -9.5% |
| 6M | -17.0% | +12.6% | -29.6% | -27.6% |
| YTD | -17.5% | +11.8% | -29.3% | -27.5% |
| 1Y | -12.3% | +17.5% | -29.8% | -27.0% |
| All | -27.8% | +36.4% | -64.2% | -48.9% |
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 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