+108.2%
SBRA vs VT
+57.0%
+51.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -1.3% | +2.4% | -3.7% | -2.5% |
| 30D | +8.2% | -1.5% | +9.7% | +8.9% |
| 3M | +4.5% | -4.1% | +8.6% | +6.6% |
| 6M | +1.2% | +0.6% | +0.7% | +0.3% |
| YTD | +14.5% | +11.0% | +3.4% | +6.8% |
| 1Y | +18.0% | +13.3% | +4.6% | +8.7% |
| 3Y | +80.6% | +73.4% | +7.3% | +21.5% |
| All | +108.2% | +57.0% | +51.2% | +56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling