-87.9%
SOBR vs VOO
+18.2%
-106.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -3.6% |
| 7D | -3.0% | -0.8% | -2.3% | -2.7% |
| 30D | -25.6% | -1.1% | -24.6% | -25.3% |
| 3M | -58.5% | +3.9% | -62.3% | -59.8% |
| 6M | -48.8% | +13.6% | -62.5% | -56.5% |
| YTD | -80.6% | +12.7% | -93.3% | -83.3% |
| 1Y | -87.9% | +17.6% | -105.4% | -88.7% |
| All | -87.9% | +18.2% | -106.1% | -88.7% |
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