+1,212.6%
SBFG vs VOO
+812.0%
+400.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.0% |
| 7D | +5.5% | +0.5% | +4.9% | +5.3% |
| 30D | +9.3% | -0.9% | +10.3% | +9.7% |
| 3M | +32.6% | +3.9% | +28.7% | +30.5% |
| 6M | +45.8% | +14.5% | +31.3% | +38.0% |
| YTD | +34.3% | +13.0% | +21.4% | +27.9% |
| 1Y | +36.4% | +19.4% | +17.0% | +27.0% |
| 3Y | +118.4% | +78.9% | +39.5% | +72.4% |
| 5Y | +95.6% | +82.3% | +13.3% | +51.6% |
| 10Y | +221.2% | +314.2% | -93.0% | +83.7% |
| All | +1,212.6% | +812.0% | +400.6% | +438.7% |
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