+121.4%
SBIO vs VT
+72.7%
+48.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.3% | -1.2% |
| 7D | -5.2% | -2.0% | -3.2% | -2.9% |
| 30D | -4.9% | -1.4% | -3.5% | -3.3% |
| 3M | +26.3% | +4.7% | +21.6% | +19.3% |
| 6M | +23.0% | +11.4% | +11.6% | +7.8% |
| YTD | +24.6% | +13.1% | +11.5% | +7.1% |
| 1Y | +75.4% | +19.0% | +56.4% | +41.6% |
| All | +121.4% | +72.7% | +48.7% | +5.3% |
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