+2.2%
SBAC vs VT
+15.2%
-13.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.7% | +4.1% | +5.5% |
| 7D | +5.8% | -0.3% | +6.1% | +5.8% |
| 30D | +20.8% | -1.4% | +22.2% | +21.1% |
| 3M | +4.8% | -1.4% | +6.1% | +5.0% |
| 6M | -9.1% | +5.5% | -14.6% | -10.5% |
| YTD | +3.1% | +12.8% | -9.8% | -2.3% |
| 1Y | +2.2% | +15.4% | -13.3% | -4.4% |
| All | +2.2% | +15.2% | -13.0% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling