+66.3%
SBH vs VOO
+812.0%
-745.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.7% | -2.7% |
| 7D | -1.3% | +0.5% | -1.8% | -1.8% |
| 30D | -4.0% | -0.9% | -3.0% | -3.0% |
| 3M | +27.3% | +3.9% | +23.5% | +22.3% |
| 6M | +9.3% | +14.5% | -5.3% | -5.5% |
| YTD | +13.3% | +13.0% | +0.4% | -0.6% |
| 1Y | +10.1% | +19.4% | -9.3% | -8.9% |
| 3Y | +73.8% | +78.9% | -5.1% | -5.5% |
| 5Y | -2.4% | +82.3% | -84.7% | -47.4% |
| 10Y | -42.0% | +314.2% | -356.2% | -85.1% |
| All | +66.3% | +812.0% | -745.7% | -82.1% |
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 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