+817.5%
VOO vs SBAC
+448.9%
+368.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.5% |
| 7D | -0.9% | -2.8% | +1.9% | -0.1% |
| 30D | -2.3% | +3.1% | -5.5% | -3.4% |
| 3M | -1.2% | +5.1% | -6.3% | -3.0% |
| 6M | +3.3% | -11.4% | +14.7% | +6.1% |
| YTD | +12.3% | +0.2% | +12.1% | +9.7% |
| 1Y | +12.5% | -3.9% | +16.4% | +11.3% |
| 3Y | +79.2% | -7.7% | +86.8% | +74.5% |
| 5Y | +75.7% | -39.7% | +115.4% | +96.8% |
| 10Y | +313.7% | +111.9% | +201.8% | +179.6% |
| All | +817.5% | +448.9% | +368.6% | +249.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling