-58.6%
SBC vs VOO
+121.5%
-180.1%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.4% | -3.6% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | +35.1% | +0.1% | +35.0% | +35.1% |
| 3M | +34.6% | +2.0% | +32.6% | +34.0% |
| 6M | +8.1% | +13.0% | -4.9% | +4.9% |
| YTD | -4.4% | +13.6% | -18.0% | -7.4% |
| 1Y | +1.2% | +20.1% | -18.8% | -2.8% |
| 3Y | -61.2% | +77.6% | -138.7% | -64.0% |
| All | -58.6% | +121.5% | -180.1% | -62.0% |
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