-82.6%
SBIT vs VT
+44.8%
-127.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +1.4% |
| 7D | +1.3% | -2.3% | +3.6% | -4.3% |
| 30D | +18.5% | -5.0% | +23.4% | +4.6% |
| 3M | -34.9% | -4.9% | -30.0% | -41.7% |
| 6M | -4.0% | -1.5% | -2.4% | -3.2% |
| YTD | -13.4% | +8.5% | -21.9% | +22.0% |
| 1Y | +7.3% | +11.4% | -4.0% | +64.3% |
| All | -82.6% | +44.8% | -127.3% | -24.8% |
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