-7.2%
SIBN vs VOO
+208.5%
-215.7%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.2% |
| 7D | -1.6% | +0.5% | -2.1% | -2.2% |
| 30D | +0.1% | -0.9% | +1.0% | +1.0% |
| 3M | +24.4% | +3.9% | +20.5% | +19.0% |
| 6M | +34.6% | +14.5% | +20.1% | +16.0% |
| YTD | -5.6% | +13.0% | -18.5% | -17.6% |
| 1Y | +15.4% | +19.4% | -4.0% | -5.0% |
| 3Y | -9.8% | +78.9% | -88.7% | -52.0% |
| 5Y | -22.5% | +82.3% | -104.8% | -59.1% |
| All | -7.2% | +208.5% | -215.7% | -69.5% |
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