-82.4%
SBIT vs VOO
+51.7%
-134.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | +1.8% |
| 7D | +6.8% | -0.8% | +7.6% | +4.7% |
| 30D | -36.3% | -1.1% | -35.3% | -37.9% |
| 3M | -38.3% | +3.9% | -42.2% | -30.8% |
| 6M | -29.7% | +13.6% | -43.3% | +3.4% |
| YTD | -12.4% | +12.7% | -25.1% | +31.0% |
| 1Y | +31.3% | +17.6% | +13.8% | +123.1% |
| All | -82.4% | +51.7% | -134.1% | -21.1% |
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