+150.8%
VEU vs SBAC
+87.1%
+63.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.6% |
| 7D | -1.4% | -2.1% | +0.7% | -1.0% |
| 30D | -0.4% | +2.0% | -2.4% | -0.9% |
| 3M | +2.5% | -8.3% | +10.8% | +4.2% |
| 6M | +11.1% | +0.3% | +10.8% | +9.8% |
| YTD | +16.5% | -2.2% | +18.7% | +15.6% |
| 1Y | +22.9% | -4.6% | +27.6% | +22.6% |
| 3Y | +73.4% | -8.3% | +81.7% | +71.5% |
| 5Y | +56.1% | -42.8% | +98.9% | +73.0% |
| All | +150.8% | +87.1% | +63.7% | +113.1% |
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