+94.4%
SBAC vs VT
+215.5%
-121.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | +1.2% | -2.3% | +3.5% | +2.8% |
| 30D | +11.2% | -5.0% | +16.1% | +14.9% |
| 3M | +4.5% | -4.9% | +9.3% | +7.9% |
| 6M | -12.2% | -1.5% | -10.6% | -11.8% |
| YTD | -0.1% | +8.5% | -8.6% | -6.5% |
| 1Y | -0.3% | +11.4% | -11.6% | -8.3% |
| 3Y | -8.7% | +70.1% | -78.8% | -39.9% |
| 5Y | -40.2% | +53.7% | -93.9% | -57.8% |
| All | +94.4% | +215.5% | -121.1% | -25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling