+313.3%
SBSI vs VOO
+810.0%
-496.7%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.8% |
| 7D | -2.3% | -0.8% | -1.5% | -1.7% |
| 30D | -1.2% | -1.1% | -0.1% | -0.3% |
| 3M | -4.6% | +3.9% | -8.5% | -8.0% |
| 6M | +10.1% | +13.6% | -3.6% | -2.0% |
| YTD | +9.2% | +12.7% | -3.5% | -2.1% |
| 1Y | +9.1% | +17.6% | -8.5% | -5.9% |
| 3Y | +27.5% | +77.3% | -49.8% | -24.1% |
| 5Y | +7.9% | +84.1% | -76.2% | -39.2% |
| 10Y | +51.3% | +323.5% | -272.3% | -62.5% |
| All | +313.3% | +810.0% | -496.7% | -54.4% |
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