+89.2%
SBRA vs VOO
+325.3%
-236.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -2.2% |
| 7D | -1.3% | -0.8% | -0.5% | -0.6% |
| 30D | +3.2% | -1.1% | +4.2% | +4.1% |
| 3M | +12.7% | +3.9% | +8.8% | +8.5% |
| 6M | +2.3% | +13.6% | -11.3% | -9.5% |
| YTD | +13.2% | +12.7% | +0.5% | +0.4% |
| 1Y | +13.9% | +17.6% | -3.6% | -3.2% |
| 3Y | +92.0% | +77.3% | +14.7% | +4.6% |
| 5Y | +86.2% | +84.1% | +2.1% | -4.6% |
| All | +89.2% | +325.3% | -236.1% | -60.0% |
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