+16.2%
SFBC vs VOO
+72.8%
-56.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +0.6% | -0.6% | +1.1% | +0.6% |
| 30D | +6.6% | -3.6% | +10.2% | +7.0% |
| 3M | -2.5% | -2.7% | +0.2% | -2.2% |
| 6M | +8.4% | +2.2% | +6.1% | +8.0% |
| YTD | +5.2% | +10.9% | -5.7% | +3.7% |
| 1Y | +2.1% | +11.3% | -9.2% | +0.6% |
| 3Y | +29.3% | +76.9% | -47.6% | +21.1% |
| 5Y | +16.2% | +73.5% | -57.3% | +11.4% |
| All | +16.2% | +72.8% | -56.6% | +11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling