-41.3%
SBH vs VOO
+325.3%
-366.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | 0.0% |
| 7D | -4.4% | -0.8% | -3.7% | -3.6% |
| 30D | -3.7% | -1.1% | -2.6% | -2.5% |
| 3M | +17.7% | +3.9% | +13.8% | +12.7% |
| 6M | +6.9% | +13.6% | -6.7% | -7.9% |
| YTD | +11.9% | +12.7% | -0.8% | -2.8% |
| 1Y | +4.7% | +17.6% | -12.9% | -13.4% |
| 3Y | +68.2% | +77.3% | -9.1% | -13.3% |
| 5Y | -2.2% | +84.1% | -86.3% | -51.3% |
| All | -41.3% | +325.3% | -366.6% | -86.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling