-3.9%
SBIT vs VOO
+14.7%
-18.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.6% | -7.3% | 0.0% |
| 7D | +2.7% | -0.7% | +3.4% | +0.9% |
| 30D | +13.0% | -1.1% | +14.1% | +10.2% |
| 3M | -41.6% | -0.3% | -41.2% | -40.8% |
| 6M | -16.4% | +7.4% | -23.8% | +13.5% |
| YTD | -21.9% | +13.4% | -35.2% | +37.3% |
| 1Y | -3.9% | +14.8% | -18.7% | +80.3% |
| All | -3.9% | +14.7% | -18.6% | +80.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling