-49.6%
SBC vs VT
+103.3%
-152.9%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.6% | -4.1% |
| 7D | -11.8% | -4.2% | -7.6% | -10.3% |
| 30D | -5.8% | -5.8% | 0.0% | -3.7% |
| 3M | +64.6% | -5.2% | +69.8% | +68.0% |
| 6M | +56.9% | +0.1% | +56.7% | +57.1% |
| YTD | +16.5% | +8.2% | +8.2% | +13.7% |
| 1Y | +57.9% | +10.1% | +47.7% | +53.4% |
| 3Y | -53.0% | +69.7% | -122.6% | -56.7% |
| All | -49.6% | +103.3% | -152.9% | -54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling