+89.0%
SBRA vs VOO
+80.3%
+8.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | -0.5% | -2.0% | +1.5% | +0.4% |
| 30D | +6.5% | -1.7% | +8.2% | +7.3% |
| 3M | +12.4% | +4.7% | +7.6% | +9.8% |
| 6M | +3.0% | +12.6% | -9.5% | -3.1% |
| YTD | +14.9% | +11.8% | +3.2% | +8.3% |
| 1Y | +16.9% | +17.5% | -0.7% | +7.0% |
| 3Y | +96.2% | +77.0% | +19.2% | +36.2% |
| 5Y | +89.0% | +82.6% | +6.4% | +27.9% |
| All | +89.0% | +80.3% | +8.7% | +27.9% |
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 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