+161.1%
VEA vs SBAC
+87.1%
+73.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.2% | +0.6% |
| 7D | -1.5% | -2.1% | +0.6% | -1.0% |
| 30D | -0.8% | +2.0% | -2.8% | -1.3% |
| 3M | +2.5% | -8.3% | +10.8% | +4.2% |
| 6M | +11.1% | +0.3% | +10.8% | +9.8% |
| YTD | +17.2% | -2.2% | +19.4% | +16.2% |
| 1Y | +24.5% | -4.6% | +29.1% | +24.2% |
| 3Y | +75.4% | -8.3% | +83.7% | +73.6% |
| 5Y | +61.1% | -42.8% | +103.9% | +78.9% |
| All | +161.1% | +87.1% | +73.9% | +125.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling