+47.9%
SBSI vs VT
+74.4%
-26.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | +0.9% | -0.1% | +1.1% | +1.0% |
| 30D | +16.2% | -3.1% | +19.3% | +18.7% |
| 3M | +11.1% | -3.5% | +14.6% | +13.7% |
| 6M | +7.6% | +0.5% | +7.1% | +6.6% |
| YTD | +19.4% | +10.8% | +8.7% | +9.2% |
| 1Y | +27.3% | +11.9% | +15.4% | +15.3% |
| 3Y | +47.9% | +73.0% | -25.1% | -25.8% |
| All | +47.9% | +74.4% | -26.5% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling