-29.3%
SBGI vs VT
+53.2%
-82.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +5.3% |
| 7D | +11.6% | -4.2% | +15.7% | +17.0% |
| 30D | +9.3% | -5.8% | +15.1% | +17.0% |
| 3M | +3.7% | -5.2% | +8.9% | +9.9% |
| 6M | -0.6% | +0.1% | -0.8% | -2.5% |
| YTD | -2.4% | +8.2% | -10.6% | -13.7% |
| 1Y | +11.4% | +10.1% | +1.2% | -4.0% |
| 3Y | +17.4% | +69.7% | -52.3% | -43.4% |
| 5Y | -29.3% | +53.4% | -82.7% | -62.9% |
| All | -29.3% | +53.2% | -82.5% | -62.9% |
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 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