+7.4%
SBR vs VT
+21.4%
-14.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | -1.6% | +1.0% | -2.6% | -1.4% |
| 30D | +4.1% | -0.2% | +4.3% | +4.0% |
| 3M | -2.9% | +4.5% | -7.4% | -2.2% |
| 6M | +5.6% | +14.1% | -8.5% | +6.6% |
| YTD | +13.6% | +14.8% | -1.2% | +14.3% |
| 1Y | +7.4% | +21.2% | -13.8% | +12.2% |
| All | +7.4% | +21.4% | -14.0% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling