+64.6%
SB vs VOO
+806.9%
-742.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.1% | +1.9% |
| 7D | +6.4% | -0.9% | +7.3% | +7.5% |
| 30D | -9.3% | -2.3% | -6.9% | -6.7% |
| 3M | +8.0% | -1.2% | +9.2% | +9.3% |
| 6M | +13.1% | +3.3% | +9.7% | +8.0% |
| YTD | +67.1% | +12.3% | +54.8% | +44.1% |
| 1Y | +62.4% | +12.5% | +49.9% | +39.7% |
| 3Y | +173.7% | +79.2% | +94.5% | +28.2% |
| 5Y | +161.4% | +75.7% | +85.7% | +23.9% |
| 10Y | +554.3% | +313.7% | +240.6% | -2.5% |
| All | +64.6% | +806.9% | -742.3% | -87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling