-55.2%
SBC vs VOO
+119.8%
-175.0%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +1.2% |
| 7D | +8.3% | -0.8% | +9.0% | +8.4% |
| 30D | +39.4% | -1.1% | +40.4% | +39.7% |
| 3M | +49.2% | +3.9% | +45.3% | +47.7% |
| 6M | +21.9% | +13.6% | +8.2% | +18.0% |
| YTD | +3.5% | +12.7% | -9.2% | +0.5% |
| 1Y | -0.7% | +17.6% | -18.2% | -4.3% |
| 3Y | -58.0% | +77.3% | -135.3% | -61.0% |
| All | -55.2% | +119.8% | -175.0% | -58.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling