-82.8%
SBIT vs VOO
+51.3%
-134.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | -0.5% |
| 7D | -3.4% | -0.4% | -3.0% | -3.9% |
| 30D | -36.5% | -1.4% | -35.1% | -38.6% |
| 3M | -42.7% | +3.7% | -46.4% | -35.8% |
| 6M | -34.5% | +13.0% | -47.5% | -5.0% |
| YTD | -14.4% | +12.4% | -26.8% | +27.1% |
| 1Y | +21.4% | +18.6% | +2.8% | +110.3% |
| All | -82.8% | +51.3% | -134.1% | -23.5% |
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 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