-82.7%
SBIT vs VT
+44.4%
-127.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -4.1% | +14.1% | -1.4% |
| 7D | +10.9% | -4.2% | +15.0% | -0.4% |
| 30D | +23.7% | -5.8% | +29.5% | +6.6% |
| 3M | -34.5% | -5.2% | -29.2% | -42.0% |
| 6M | -4.2% | +0.1% | -4.4% | +1.2% |
| YTD | -14.1% | +8.2% | -22.3% | +20.3% |
| 1Y | +12.7% | +10.1% | +2.6% | +67.4% |
| All | -82.7% | +44.4% | -127.1% | -25.8% |
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