+377.5%
SBR vs VOO
+807.8%
-430.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | -2.1% | -0.4% | -1.7% | -1.9% |
| 30D | +2.9% | -1.4% | +4.3% | +3.7% |
| 3M | -1.1% | +3.7% | -4.9% | -3.6% |
| 6M | +3.0% | +13.0% | -10.0% | -5.1% |
| YTD | +13.2% | +12.4% | +0.7% | +4.5% |
| 1Y | +4.2% | +18.6% | -14.4% | -7.1% |
| 3Y | +44.9% | +78.1% | -33.2% | -1.4% |
| 5Y | +193.2% | +82.3% | +110.9% | +93.3% |
| 10Y | +348.7% | +322.5% | +26.1% | +67.8% |
| All | +377.5% | +807.8% | -430.4% | +18.1% |
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 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