+129.7%
SBFG vs VT
+75.0%
+54.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.7% | +2.6% |
| 7D | +8.4% | +0.4% | +8.0% | +8.2% |
| 30D | +13.8% | +1.0% | +12.8% | +13.3% |
| 3M | +36.5% | +2.4% | +34.1% | +35.0% |
| 6M | +47.2% | +12.0% | +35.2% | +39.9% |
| YTD | +37.5% | +15.3% | +22.1% | +29.0% |
| 1Y | +40.0% | +22.6% | +17.4% | +28.0% |
| All | +129.7% | +75.0% | +54.7% | +89.5% |
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