+7.4%
SBSI vs VT
+66.2%
-58.9%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.7% |
| 7D | +2.3% | +1.0% | +1.3% | +1.6% |
| 30D | +0.3% | -0.2% | +0.5% | +0.4% |
| 3M | -1.6% | +4.5% | -6.2% | -4.8% |
| 6M | +7.6% | +14.1% | -6.4% | -2.4% |
| YTD | +9.4% | +14.8% | -5.3% | -1.2% |
| 1Y | +9.4% | +21.2% | -11.8% | -5.1% |
| 3Y | +27.1% | +76.6% | -49.5% | -14.7% |
| 5Y | +7.4% | +66.6% | -59.2% | -23.9% |
| All | +7.4% | +66.2% | -58.9% | -23.9% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling