+174.4%
SBIO vs VOO
+325.3%
-150.8%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.7% |
| 7D | -6.5% | -0.8% | -5.7% | -5.6% |
| 30D | -6.6% | -1.1% | -5.5% | -5.5% |
| 3M | +21.5% | +3.9% | +17.6% | +16.2% |
| 6M | +22.4% | +13.6% | +8.8% | +6.3% |
| YTD | +23.6% | +12.7% | +10.9% | +8.1% |
| 1Y | +71.9% | +17.6% | +54.4% | +43.6% |
| 3Y | +119.7% | +77.3% | +42.3% | +16.2% |
| 5Y | +42.3% | +84.1% | -41.9% | -27.1% |
| All | +174.4% | +325.3% | -150.8% | -55.1% |
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