+78.4%
SOBO vs VOO
+36.5%
+41.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | -2.6% | -2.0% | -0.6% | -2.0% |
| 30D | +0.2% | -1.7% | +1.9% | +0.7% |
| 3M | -2.1% | +4.7% | -6.8% | -3.8% |
| 6M | +13.3% | +12.6% | +0.8% | +8.0% |
| YTD | +36.3% | +11.8% | +24.6% | +30.2% |
| 1Y | +34.9% | +17.5% | +17.3% | +25.5% |
| All | +78.4% | +36.5% | +41.9% | +53.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling