+133.2%
SBH vs VT
+74.0%
+59.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.3% |
| 7D | +3.5% | +2.4% | +1.2% | +0.8% |
| 30D | +17.7% | -1.5% | +19.2% | +19.5% |
| 3M | +14.6% | -4.1% | +18.8% | +20.1% |
| 6M | +55.3% | +0.6% | +54.7% | +53.1% |
| YTD | +33.0% | +11.0% | +21.9% | +15.3% |
| 1Y | +31.2% | +13.3% | +17.9% | +10.6% |
| 3Y | +133.2% | +73.4% | +59.8% | -26.2% |
| All | +133.2% | +74.0% | +59.2% | -26.2% |
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