+229.0%
SB vs VOO
+79.1%
+149.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.1% | -2.2% |
| 7D | +2.1% | +0.5% | +1.5% | +1.6% |
| 30D | +18.7% | -0.9% | +19.6% | +19.5% |
| 3M | +40.5% | +3.9% | +36.6% | +36.3% |
| 6M | +49.3% | +14.5% | +34.7% | +34.0% |
| YTD | +90.4% | +13.0% | +77.4% | +72.9% |
| 1Y | +105.8% | +19.4% | +86.3% | +79.3% |
| 3Y | +229.0% | +78.9% | +150.1% | +119.2% |
| All | +229.0% | +79.1% | +149.8% | +119.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling