+92.5%
SB vs VOO
+817.1%
-724.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.2% |
| 7D | +7.6% | +0.1% | +7.5% | +7.4% |
| 30D | +21.2% | +0.1% | +21.2% | +21.1% |
| 3M | +46.1% | +2.0% | +44.1% | +42.0% |
| 6M | +43.4% | +13.0% | +30.4% | +23.0% |
| YTD | +95.5% | +13.6% | +81.9% | +66.7% |
| 1Y | +113.7% | +20.1% | +93.6% | +70.0% |
| 3Y | +224.1% | +77.6% | +146.5% | +53.9% |
| 5Y | +172.8% | +82.4% | +90.3% | +23.4% |
| 10Y | +770.4% | +316.8% | +453.6% | +29.6% |
| All | +92.5% | +817.1% | -724.6% | -85.6% |
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