-46.0%
SATL vs VOO
+111.0%
-157.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -0.6% | +15.9% | +16.0% |
| 7D | +16.3% | +0.5% | +15.8% | +15.3% |
| 30D | -3.1% | -0.9% | -2.1% | -1.9% |
| 3M | -23.5% | +3.9% | -27.4% | -26.3% |
| 6M | +73.1% | +14.5% | +58.6% | +49.6% |
| YTD | +186.1% | +13.0% | +173.1% | +152.8% |
| 1Y | +48.6% | +19.4% | +29.2% | +25.8% |
| 3Y | +263.9% | +78.9% | +185.1% | +134.6% |
| 5Y | -45.6% | +82.3% | -127.9% | -66.1% |
| All | -46.0% | +111.0% | -157.0% | -67.2% |
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 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