-51.6%
SATL vs VOO
+110.6%
-162.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +0.8% |
| 7D | +3.2% | -0.8% | +4.0% | +4.2% |
| 30D | -19.9% | -1.1% | -18.8% | -18.7% |
| 3M | -36.3% | +3.9% | -40.2% | -38.8% |
| 6M | +54.0% | +13.6% | +40.4% | +34.4% |
| YTD | +156.1% | +12.7% | +143.4% | +127.1% |
| 1Y | +28.1% | +17.6% | +10.5% | +10.3% |
| 3Y | +239.7% | +77.3% | +162.4% | +120.6% |
| 5Y | -51.6% | +84.1% | -135.7% | -69.7% |
| All | -51.6% | +110.6% | -162.2% | -70.5% |
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