-80.4%
SBIT vs VT
+48.6%
-129.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.6% | +9.5% | +7.1% |
| 7D | +13.1% | +2.9% | +10.2% | +22.2% |
| 30D | +32.9% | -2.5% | +35.4% | +25.6% |
| 3M | -29.1% | -3.3% | -25.8% | -33.8% |
| 6M | +6.6% | +1.5% | +5.0% | +16.7% |
| YTD | -2.5% | +11.4% | -13.8% | +47.6% |
| 1Y | +23.1% | +11.9% | +11.2% | +90.8% |
| All | -80.4% | +48.6% | -129.0% | -9.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling