+195.9%
SBIO vs VT
+240.6%
-44.7%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.8% | +0.4% | +0.4% | +0.3% |
| 30D | +2.1% | +1.0% | +1.1% | +0.8% |
| 3M | +29.6% | +2.4% | +27.2% | +25.6% |
| 6M | +33.4% | +12.0% | +21.4% | +16.2% |
| YTD | +32.1% | +15.3% | +16.8% | +10.9% |
| 1Y | +87.2% | +22.6% | +64.6% | +45.9% |
| 3Y | +131.6% | +74.7% | +57.0% | +18.2% |
| 5Y | +48.4% | +66.1% | -17.8% | -18.4% |
| 10Y | +205.9% | +225.0% | -19.2% | -25.4% |
| All | +195.9% | +240.6% | -44.7% | -32.2% |
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 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