+119.6%
SPBC vs VOO
+95.4%
+24.2%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | 0.0% |
| 7D | -0.2% | -0.4% | +0.1% | +0.2% |
| 30D | +0.9% | -1.4% | +2.3% | +2.5% |
| 3M | +6.4% | +3.7% | +2.7% | +2.1% |
| 6M | +14.8% | +13.0% | +1.7% | -0.2% |
| YTD | +11.5% | +12.4% | -0.9% | -2.3% |
| 1Y | +14.7% | +18.6% | -3.8% | -5.4% |
| 3Y | +103.9% | +78.1% | +25.8% | +5.8% |
| 5Y | +100.6% | +82.3% | +18.3% | +2.1% |
| All | +119.6% | +95.4% | +24.2% | +3.7% |
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 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