+31.6%
SOBO vs VT
+13.3%
+18.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.9% |
| 7D | -2.8% | -0.7% | -2.1% | -3.0% |
| 30D | -1.3% | -1.7% | +0.5% | -1.5% |
| 3M | -7.5% | -2.3% | -5.2% | -7.8% |
| 6M | -3.8% | +1.5% | -5.3% | -3.4% |
| YTD | +25.8% | +12.0% | +13.8% | +25.5% |
| 1Y | +31.6% | +12.9% | +18.7% | +31.1% |
| All | +31.6% | +13.3% | +18.3% | +31.1% |
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 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