-19.2%
SBGI vs VT
+215.5%
-234.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.7% |
| 7D | +6.9% | -2.3% | +9.2% | +9.7% |
| 30D | +4.8% | -5.0% | +9.8% | +11.0% |
| 3M | -5.7% | -4.9% | -0.8% | -0.4% |
| 6M | -4.4% | -1.5% | -2.9% | -4.0% |
| YTD | -5.7% | +8.5% | -14.2% | -16.4% |
| 1Y | -8.8% | +11.4% | -20.2% | -21.8% |
| 3Y | +16.8% | +70.1% | -53.3% | -40.7% |
| 5Y | -31.8% | +53.7% | -85.5% | -60.2% |
| All | -19.2% | +215.5% | -234.7% | -73.9% |
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