+458.5%
SBAC vs VOO
+806.9%
-348.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.6% |
| 7D | -2.8% | -0.9% | -1.9% | -2.3% |
| 30D | +3.1% | -2.3% | +5.5% | +4.6% |
| 3M | +5.1% | -1.2% | +6.3% | +5.9% |
| 6M | -11.4% | +3.3% | -14.7% | -14.0% |
| YTD | +0.2% | +12.3% | -12.1% | -8.5% |
| 1Y | -3.9% | +12.5% | -16.4% | -12.4% |
| 3Y | -7.7% | +79.2% | -86.8% | -42.4% |
| 5Y | -39.7% | +75.7% | -115.4% | -62.0% |
| 10Y | +111.9% | +313.7% | -201.8% | -33.8% |
| All | +458.5% | +806.9% | -348.4% | -4.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling