+617.7%
SFBS vs VOO
+400.2%
+217.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -4.6% | +0.1% | -4.7% | -4.7% |
| 3M | +11.1% | +2.0% | +9.1% | +8.3% |
| 6M | +8.9% | +13.0% | -4.1% | -4.8% |
| YTD | +22.0% | +13.6% | +8.4% | +6.1% |
| 1Y | -0.4% | +20.1% | -20.4% | -18.3% |
| 3Y | +58.9% | +77.6% | -18.6% | -12.7% |
| 5Y | +28.2% | +82.4% | -54.3% | -32.3% |
| 10Y | +277.1% | +316.8% | -39.8% | -15.5% |
| All | +617.7% | +400.2% | +217.6% | +38.6% |
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