-26.4%
SBGI vs VT
+57.4%
-83.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +1.0% |
| 7D | +9.7% | +0.4% | +9.3% | +9.0% |
| 30D | +11.8% | -2.6% | +14.4% | +15.0% |
| 3M | +2.0% | -3.2% | +5.2% | +5.6% |
| 6M | +3.3% | +0.9% | +2.3% | +0.6% |
| YTD | -2.0% | +11.3% | -13.3% | -16.1% |
| 1Y | -7.1% | +14.0% | -21.1% | -23.1% |
| 3Y | +30.7% | +75.8% | -45.1% | -39.7% |
| 5Y | -26.4% | +57.8% | -84.2% | -63.0% |
| All | -26.4% | +57.4% | -83.8% | -63.0% |
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