+110.2%
SBAC vs VO
+197.5%
-87.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | -1.4% |
| 7D | +3.0% | -0.1% | +3.1% | +3.0% |
| 30D | +4.3% | +0.5% | +3.8% | +3.8% |
| 3M | +4.1% | -1.0% | +5.2% | +4.8% |
| 6M | -11.6% | +6.4% | -18.0% | -15.6% |
| YTD | +0.4% | +13.6% | -13.2% | -8.5% |
| 1Y | -1.1% | +14.5% | -15.6% | -10.4% |
| 3Y | -7.3% | +67.2% | -74.5% | -37.1% |
| 5Y | -40.8% | +36.1% | -76.8% | -53.8% |
| All | +110.2% | +197.5% | -87.3% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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