+71.6%
VEU vs SBAC
-11.3%
+83.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.6% | -1.0% |
| 7D | -1.9% | -5.3% | +3.4% | -1.4% |
| 30D | -0.7% | +0.4% | -1.1% | -0.8% |
| 3M | +4.9% | -11.9% | +16.8% | +6.3% |
| 6M | +9.8% | -4.5% | +14.3% | +10.2% |
| YTD | +15.3% | -4.3% | +19.7% | +15.5% |
| 1Y | +23.0% | -3.9% | +26.9% | +23.1% |
| All | +71.6% | -11.3% | +83.0% | +73.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling