+519.4%
SBCF vs VOO
+817.1%
-297.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | -1.2% | +0.1% | -1.2% | -1.2% |
| 3M | +15.4% | +2.0% | +13.4% | +12.2% |
| 6M | +11.3% | +13.0% | -1.8% | -4.1% |
| YTD | +11.5% | +13.6% | -2.1% | -4.4% |
| 1Y | +12.0% | +20.1% | -8.1% | -10.0% |
| 3Y | +54.7% | +77.6% | -22.9% | -21.2% |
| 5Y | +24.2% | +82.4% | -58.3% | -39.5% |
| 10Y | +122.1% | +316.8% | -194.8% | -59.1% |
| All | +519.4% | +817.1% | -297.7% | -57.9% |
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