-43.3%
SBMT vs VOO
+7.9%
-51.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.6% | +9.1% | +8.1% |
| 7D | -6.0% | -0.7% | -5.3% | -5.1% |
| 30D | -27.2% | -1.1% | -26.1% | -26.2% |
| 3M | -5.7% | -0.3% | -5.4% | -5.5% |
| 6M | -42.7% | +7.4% | -50.0% | -48.3% |
| All | -43.3% | +7.9% | -51.2% | -48.9% |
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