+225.3%
SBSW vs VOO
+535.0%
-309.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.2% |
| 7D | +4.5% | -0.4% | +4.8% | +4.9% |
| 30D | +23.0% | -1.4% | +24.3% | +24.8% |
| 3M | +36.8% | +3.7% | +33.1% | +32.7% |
| 6M | -6.2% | +13.0% | -19.2% | -15.4% |
| YTD | -5.3% | +12.4% | -17.7% | -13.7% |
| 1Y | +58.1% | +18.6% | +39.5% | +37.3% |
| 3Y | +150.9% | +78.1% | +72.8% | +52.1% |
| 5Y | +11.8% | +82.3% | -70.5% | -34.1% |
| 10Y | +20.4% | +322.5% | -302.2% | -55.2% |
| All | +225.3% | +535.0% | -309.7% | -3.7% |
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