-82.3%
SBIT vs VOO
+50.4%
-132.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +1.3% |
| 7D | +12.6% | -2.0% | +14.6% | +6.9% |
| 30D | -35.7% | -1.7% | -34.1% | -38.3% |
| 3M | -41.3% | +4.7% | -46.1% | -32.5% |
| 6M | -30.6% | +12.6% | -43.2% | -0.5% |
| YTD | -12.0% | +11.8% | -23.7% | +28.7% |
| 1Y | +30.0% | +17.5% | +12.5% | +120.2% |
| All | -82.3% | +50.4% | -132.7% | -22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling