+84.9%
SBFG vs VT
+59.8%
+25.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.4% |
| 7D | -4.9% | -0.7% | -4.2% | -4.6% |
| 30D | -2.2% | -1.7% | -0.5% | -1.6% |
| 3M | +6.4% | -2.3% | +8.7% | +7.3% |
| 6M | +30.7% | +1.5% | +29.2% | +29.8% |
| YTD | +32.1% | +12.0% | +20.1% | +26.7% |
| 1Y | +42.7% | +12.9% | +29.8% | +36.4% |
| 3Y | +141.1% | +74.9% | +66.2% | +101.9% |
| 5Y | +84.9% | +59.9% | +24.9% | +54.0% |
| All | +84.9% | +59.8% | +25.1% | +54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling