+59.1%
SB vs VOO
+795.4%
-736.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.3% | +5.4% |
| 7D | +1.9% | -0.6% | +2.5% | +2.5% |
| 30D | -11.1% | -3.6% | -7.5% | -7.1% |
| 3M | +2.1% | -2.7% | +4.8% | +5.3% |
| 6M | +10.0% | +2.2% | +7.7% | +6.3% |
| YTD | +61.6% | +10.9% | +50.7% | +41.5% |
| 1Y | +56.4% | +11.3% | +45.1% | +36.2% |
| 3Y | +164.6% | +76.9% | +87.7% | +25.9% |
| 5Y | +152.7% | +73.5% | +79.2% | +21.6% |
| 10Y | +559.1% | +307.7% | +251.4% | 0.0% |
| All | +59.1% | +795.4% | -736.3% | -87.8% |
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