+83.8%
SBTU vs VOO
+15.7%
+68.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -5.9% | -4.7% |
| 7D | +9.8% | +0.1% | +9.7% | +10.2% |
| 30D | +1,635.0% | +0.1% | +1,635.0% | +1,649.7% |
| 3M | +1,810.0% | +2.0% | +1,808.0% | +1,676.7% |
| 6M | +718.6% | +13.0% | +705.6% | +303.8% |
| YTD | +463.4% | +13.6% | +449.8% | +188.6% |
| All | +83.8% | +15.7% | +68.1% | -11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling