-58.1%
SBC vs VOO
+79.1%
-137.2%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.6% | +8.1% | +7.7% |
| 7D | +6.0% | +0.5% | +5.4% | +5.8% |
| 30D | +44.8% | -0.9% | +45.7% | +45.2% |
| 3M | +49.7% | +3.9% | +45.8% | +47.6% |
| 6M | +19.1% | +14.5% | +4.5% | +13.4% |
| YTD | +2.8% | +13.0% | -10.2% | -1.6% |
| 1Y | -11.2% | +19.4% | -30.7% | -16.2% |
| 3Y | -58.1% | +78.9% | -137.0% | -63.8% |
| All | -58.1% | +79.1% | -137.2% | -63.8% |
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 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