+101.7%
SBI vs VT
+360.7%
-259.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | +0.4% | -0.7% | +1.1% | +0.5% |
| 30D | +3.6% | -1.7% | +5.3% | +3.8% |
| 3M | -2.9% | -2.3% | -0.6% | -2.6% |
| 6M | -3.5% | +1.5% | -5.0% | -3.8% |
| YTD | +0.1% | +12.0% | -11.9% | -1.7% |
| 1Y | -1.2% | +12.9% | -14.1% | -3.1% |
| 3Y | +19.9% | +74.9% | -55.0% | +9.7% |
| 5Y | -4.0% | +59.9% | -63.9% | -11.4% |
| 10Y | +14.5% | +224.6% | -210.1% | -5.7% |
| All | +101.7% | +360.7% | -259.0% | +50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling