+556.6%
SB vs VOO
+309.6%
+246.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.6% |
| 7D | +16.6% | +2.6% | +14.0% | +13.3% |
| 30D | +0.9% | -2.0% | +2.8% | +3.1% |
| 3M | +8.1% | -2.8% | +10.9% | +11.2% |
| 6M | +16.3% | +2.2% | +14.1% | +12.9% |
| YTD | +76.7% | +11.5% | +65.2% | +55.3% |
| 1Y | +76.0% | +13.5% | +62.5% | +51.6% |
| 3Y | +184.1% | +78.1% | +106.0% | +41.0% |
| 5Y | +174.9% | +73.1% | +101.7% | +40.3% |
| All | +556.6% | +309.6% | +246.9% | +14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling