+314.1%
VOO vs SBAC
+83.0%
+231.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.2% |
| 7D | -2.0% | -5.3% | +3.3% | -0.6% |
| 30D | -1.7% | +0.4% | -2.0% | -1.8% |
| 3M | +4.7% | -11.9% | +16.6% | +7.9% |
| 6M | +12.6% | -4.5% | +17.0% | +12.3% |
| YTD | +11.8% | -4.3% | +16.1% | +11.2% |
| 1Y | +17.5% | -3.9% | +21.4% | +16.6% |
| 3Y | +77.0% | -11.0% | +88.0% | +74.4% |
| 5Y | +82.6% | -44.1% | +126.7% | +109.7% |
| All | +314.1% | +83.0% | +231.0% | +260.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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