+805.8%
VOO vs SAN
+136.2%
+669.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -0.6% | +10.8% | -11.3% | -3.5% |
| 30D | -3.6% | -5.7% | +2.1% | -2.2% |
| 3M | -2.7% | -13.4% | +10.7% | +1.0% |
| 6M | +2.2% | +3.5% | -1.3% | +0.6% |
| YTD | +10.9% | +9.7% | +1.2% | +6.5% |
| 1Y | +11.3% | +20.9% | -9.5% | +3.9% |
| 3Y | +76.9% | +254.3% | -177.4% | +18.9% |
| 5Y | +73.5% | +304.2% | -230.7% | +9.0% |
| 10Y | +307.7% | +260.2% | +47.5% | +146.3% |
| All | +805.8% | +136.2% | +669.7% | +465.9% |
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