+28.2%
SAT vs VOO
+95.1%
-67.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.2% | -0.4% | +0.5% | +0.2% |
| 30D | +1.0% | -1.4% | +2.4% | +1.1% |
| 3M | +1.9% | +3.7% | -1.8% | +1.7% |
| 6M | +4.5% | +13.0% | -8.5% | +4.0% |
| YTD | +5.8% | +12.4% | -6.6% | +5.3% |
| 1Y | +6.6% | +18.6% | -12.0% | +5.9% |
| 3Y | +28.1% | +78.1% | -50.0% | +24.7% |
| All | +28.2% | +95.1% | -67.0% | +24.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling