+460.2%
SBAC vs VOO
+800.4%
-340.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 7D | +0.6% | +2.6% | -1.9% | -1.2% |
| 30D | +5.5% | -2.0% | +7.5% | +6.7% |
| 3M | +3.1% | -2.8% | +5.8% | +5.0% |
| 6M | -7.0% | +2.2% | -9.2% | -9.0% |
| YTD | +0.5% | +11.5% | -11.0% | -7.8% |
| 1Y | +0.2% | +13.5% | -13.3% | -9.2% |
| 3Y | -7.4% | +78.1% | -85.4% | -42.0% |
| 5Y | -39.7% | +73.1% | -112.8% | -61.6% |
| 10Y | +112.5% | +310.7% | -198.2% | -33.3% |
| All | +460.2% | +800.4% | -340.3% | -3.6% |
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