-26.2%
SBC vs VOO
+117.5%
-143.7%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +37.6% | -0.4% | +38.0% | +37.7% |
| 7D | +45.8% | +2.6% | +43.3% | +44.7% |
| 30D | +40.5% | -2.0% | +42.5% | +41.4% |
| 3M | +130.4% | -2.8% | +133.2% | +132.3% |
| 6M | +127.6% | +2.2% | +125.4% | +126.7% |
| YTD | +70.5% | +11.5% | +59.0% | +66.3% |
| 1Y | +118.8% | +13.5% | +105.3% | +112.5% |
| 3Y | -30.9% | +78.1% | -108.9% | -35.6% |
| All | -26.2% | +117.5% | -143.7% | -31.8% |
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