+107.1%
SBCF vs VT
+222.7%
-115.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.3% |
| 7D | -0.1% | +2.9% | -2.9% | -3.5% |
| 30D | +6.2% | -2.5% | +8.7% | +9.2% |
| 3M | -5.1% | -3.3% | -1.7% | -1.5% |
| 6M | +11.5% | +1.5% | +10.0% | +8.2% |
| YTD | +8.8% | +11.4% | -2.6% | -6.3% |
| 1Y | +11.6% | +11.9% | -0.3% | -4.4% |
| 3Y | +69.3% | +73.9% | -4.5% | -16.5% |
| 5Y | +2.3% | +57.9% | -55.6% | -42.7% |
| All | +107.1% | +222.7% | -115.6% | -55.0% |
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 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