-7.0%
SBAC vs VT
+69.4%
-76.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.8% | -0.1% |
| 7D | +4.4% | -4.2% | +8.6% | +5.6% |
| 30D | +13.8% | -5.8% | +19.6% | +15.6% |
| 3M | +9.0% | -5.2% | +14.2% | +10.6% |
| 6M | -10.0% | +0.1% | -10.2% | -10.3% |
| YTD | +1.8% | +8.2% | -6.4% | -1.2% |
| 1Y | +1.1% | +10.1% | -9.0% | -2.4% |
| All | -7.0% | +69.4% | -76.3% | -41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling