+814.4%
VOO vs SAN
+128.1%
+686.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +0.5% |
| 7D | +3.3% | +1.0% | +2.3% | +2.9% |
| 30D | -2.7% | -9.4% | +6.7% | -0.2% |
| 3M | -1.7% | -17.1% | +15.4% | +3.2% |
| 6M | +3.1% | +2.2% | +0.9% | +1.8% |
| YTD | +11.9% | +6.0% | +6.0% | +8.5% |
| 1Y | +12.1% | +12.7% | -0.6% | +6.7% |
| 3Y | +78.6% | +242.1% | -163.6% | +21.2% |
| 5Y | +73.8% | +293.6% | -219.8% | +10.0% |
| 10Y | +312.3% | +266.1% | +46.2% | +148.2% |
| All | +814.4% | +128.1% | +686.3% | +476.8% |
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