-52.5%
SATL vs VOO
+80.3%
-132.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -5.0% |
| 7D | +1.5% | -2.0% | +3.5% | +4.2% |
| 30D | -18.3% | -1.7% | -16.6% | -16.3% |
| 3M | -25.2% | +4.7% | -29.9% | -28.6% |
| 6M | +51.6% | +12.6% | +39.1% | +33.3% |
| YTD | +151.3% | +11.8% | +139.6% | +124.4% |
| 1Y | +32.8% | +17.5% | +15.2% | +14.1% |
| 3Y | +219.7% | +77.0% | +142.7% | +105.5% |
| 5Y | -52.5% | +82.6% | -135.1% | -70.4% |
| All | -52.5% | +80.3% | -132.8% | -70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling