+130.5%
SBSW vs VOO
+77.4%
+53.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -1.6% |
| 7D | -2.0% | -0.8% | -1.2% | -0.8% |
| 30D | +17.1% | -1.1% | +18.2% | +19.2% |
| 3M | +28.7% | +3.9% | +24.9% | +21.9% |
| 6M | -7.2% | +13.6% | -20.8% | -21.6% |
| YTD | -9.4% | +12.7% | -22.2% | -22.2% |
| 1Y | +47.6% | +17.6% | +30.1% | +20.3% |
| 3Y | +130.5% | +77.3% | +53.2% | -0.9% |
| All | +130.5% | +77.4% | +53.1% | -0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling