+827.8%
VOO vs SBAC
+447.1%
+380.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.1% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +0.1% | +6.9% | -6.9% | -2.0% |
| 3M | +2.0% | -8.2% | +10.2% | +4.2% |
| 6M | +13.0% | -1.6% | +14.7% | +11.8% |
| YTD | +13.6% | -0.1% | +13.7% | +11.4% |
| 1Y | +20.1% | -0.5% | +20.5% | +17.6% |
| 3Y | +77.6% | -9.1% | +86.6% | +73.8% |
| 5Y | +82.4% | -43.8% | +126.2% | +110.2% |
| 10Y | +316.8% | +80.5% | +236.3% | +200.4% |
| All | +827.8% | +447.1% | +380.6% | +254.5% |
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