+1.9%
SJB vs VOO
+17.3%
-15.4%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.5% |
| 7D | +0.8% | -2.0% | +2.8% | +0.3% |
| 30D | +0.9% | -1.7% | +2.6% | +0.5% |
| 3M | +0.6% | +4.7% | -4.1% | +1.8% |
| 6M | +0.7% | +12.6% | -11.8% | +3.9% |
| YTD | +1.7% | +11.8% | -10.1% | +4.8% |
| 1Y | +1.9% | +17.5% | -15.6% | +6.6% |
| All | +1.9% | +17.3% | -15.4% | +6.6% |
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 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