+28.3%
SAT vs VOO
+95.2%
-66.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.9% | +2.7% |
| 7D | +2.8% | +3.7% | -0.9% | +2.7% |
| 30D | +2.8% | +3.7% | -0.9% | +2.7% |
| 3M | +2.8% | +3.7% | -0.9% | +2.7% |
| 6M | +4.5% | +14.3% | -9.8% | +3.9% |
| YTD | +5.9% | +12.5% | -6.6% | +5.4% |
| 1Y | +7.0% | +17.0% | -10.0% | +6.3% |
| 3Y | +28.3% | +78.4% | -50.1% | +24.9% |
| All | +28.3% | +95.2% | -66.9% | +24.3% |
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