-46.6%
SBC vs VT
+111.9%
-158.5%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.5% |
| 7D | -2.4% | -0.3% | -2.1% | -2.2% |
| 30D | -0.4% | -1.4% | +1.1% | +0.1% |
| 3M | +68.4% | -1.4% | +69.7% | +69.3% |
| 6M | +62.2% | +5.5% | +56.7% | +59.3% |
| YTD | +23.4% | +12.8% | +10.6% | +18.6% |
| 1Y | +62.7% | +15.4% | +47.3% | +55.4% |
| 3Y | -50.1% | +76.9% | -127.0% | -54.8% |
| All | -46.6% | +111.9% | -158.5% | -52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling