+253.9%
SATL vs VOO
+77.0%
+176.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.3% | -5.8% |
| 7D | +5.5% | -0.4% | +5.9% | +6.1% |
| 30D | -6.4% | -1.4% | -5.0% | -3.5% |
| 3M | -22.3% | +3.7% | -26.0% | -27.0% |
| 6M | +57.4% | +13.0% | +44.4% | +25.2% |
| YTD | +166.8% | +12.4% | +154.4% | +116.4% |
| 1Y | +34.1% | +18.6% | +15.5% | +1.2% |
| All | +253.9% | +77.0% | +176.9% | +62.0% |
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