+83.8%
SBTU vs VT
+17.8%
+66.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | 0.0% | -6.3% | -6.3% |
| 7D | +9.8% | +0.4% | +9.3% | +8.8% |
| 30D | +1,635.0% | +1.0% | +1,634.0% | +1,567.5% |
| 3M | +1,810.0% | +2.4% | +1,807.7% | +1,679.7% |
| 6M | +718.6% | +12.0% | +706.6% | +371.3% |
| YTD | +463.4% | +15.3% | +448.0% | +173.1% |
| All | +83.8% | +17.8% | +66.1% | -19.4% |
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