+90.1%
SB vs VOO
+18.9%
+71.2%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -5.9% | -6.0% |
| 7D | -8.0% | -0.4% | -7.7% | -7.7% |
| 30D | +12.6% | -1.4% | +14.0% | +13.9% |
| 3M | +28.0% | +3.7% | +24.3% | +23.7% |
| 6M | +34.5% | +13.0% | +21.4% | +18.3% |
| YTD | +78.2% | +12.4% | +65.8% | +57.7% |
| 1Y | +90.1% | +18.6% | +71.5% | +66.7% |
| All | +90.1% | +18.9% | +71.2% | +66.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling