+456.8%
SBAC vs VOO
+817.1%
-360.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | +6.9% | +0.1% | +6.9% | +6.9% |
| 3M | -8.2% | +2.0% | -10.2% | -9.9% |
| 6M | -1.6% | +13.0% | -14.7% | -10.3% |
| YTD | -0.1% | +13.6% | -13.7% | -9.4% |
| 1Y | -0.5% | +20.1% | -20.5% | -13.4% |
| 3Y | -9.1% | +77.6% | -86.6% | -42.7% |
| 5Y | -43.8% | +82.4% | -126.2% | -65.5% |
| 10Y | +80.5% | +316.8% | -236.3% | -43.8% |
| All | +456.8% | +817.1% | -360.3% | -5.3% |
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