+150.2%
SBFG vs VT
+74.0%
+76.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | +5.3% | +2.4% | +2.9% | +4.1% |
| 30D | +2.0% | -1.5% | +3.5% | +2.7% |
| 3M | +10.1% | -4.1% | +14.2% | +12.2% |
| 6M | +38.1% | +0.6% | +37.5% | +37.4% |
| YTD | +37.2% | +11.0% | +26.2% | +30.3% |
| 1Y | +44.0% | +13.3% | +30.7% | +35.5% |
| 3Y | +150.2% | +73.4% | +76.8% | +89.2% |
| All | +150.2% | +74.0% | +76.2% | +89.2% |
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