-58.6%
SBC vs VT
+116.6%
-175.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | +1.7% | +0.4% | +1.3% | +1.6% |
| 30D | +35.1% | +1.0% | +34.1% | +34.7% |
| 3M | +34.6% | +2.4% | +32.3% | +33.6% |
| 6M | +8.1% | +12.0% | -3.9% | +4.1% |
| YTD | -4.4% | +15.3% | -19.7% | -8.8% |
| 1Y | +1.2% | +22.6% | -21.4% | -4.9% |
| 3Y | -61.2% | +74.7% | -135.8% | -65.1% |
| All | -58.6% | +116.6% | -175.3% | -63.1% |
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 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