+526.7%
SBS vs VOO
+812.0%
-285.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.9% |
| 7D | +8.2% | +0.5% | +7.7% | +7.6% |
| 30D | -0.8% | -0.9% | +0.2% | +0.2% |
| 3M | -0.9% | +3.9% | -4.8% | -4.9% |
| 6M | -3.9% | +14.5% | -18.4% | -16.5% |
| YTD | +11.1% | +13.0% | -1.9% | -2.2% |
| 1Y | +14.3% | +19.4% | -5.2% | -5.1% |
| 3Y | +141.9% | +78.9% | +63.0% | +26.4% |
| 5Y | +360.7% | +82.3% | +278.4% | +126.9% |
| 10Y | +249.6% | +314.2% | -64.6% | -33.8% |
| All | +526.7% | +812.0% | -285.3% | -47.6% |
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