+81.6%
SOBO vs VT
+41.1%
+40.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.9% |
| 7D | -1.0% | +0.4% | -1.5% | -1.2% |
| 30D | +4.5% | +1.0% | +3.5% | +4.1% |
| 3M | +0.4% | +2.4% | -2.0% | -0.5% |
| 6M | +14.4% | +12.0% | +2.4% | +8.9% |
| YTD | +38.8% | +15.3% | +23.5% | +29.6% |
| 1Y | +38.5% | +22.6% | +15.9% | +24.4% |
| All | +81.6% | +41.1% | +40.5% | +48.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling