+827.8%
VOO vs SAN
+177.3%
+650.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | +0.1% | +1.8% | -1.7% | -0.4% |
| 30D | +0.1% | +2.0% | -1.9% | -0.5% |
| 3M | +2.0% | +19.7% | -17.7% | -3.3% |
| 6M | +13.0% | +30.6% | -17.6% | +4.1% |
| YTD | +13.6% | +28.8% | -15.3% | +4.6% |
| 1Y | +20.1% | +57.8% | -37.7% | +4.1% |
| 3Y | +77.6% | +338.1% | -260.6% | +12.5% |
| 5Y | +82.4% | +384.2% | -301.8% | +8.9% |
| 10Y | +316.8% | +353.1% | -36.3% | +136.6% |
| All | +827.8% | +177.3% | +650.5% | +455.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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