+137.6%
VGT vs SBAC
-43.8%
+181.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +1.5% | +0.2% | +1.3% | +1.4% |
| 30D | +0.5% | +3.9% | -3.3% | -0.1% |
| 3M | +5.3% | -8.2% | +13.4% | +6.6% |
| 6M | +32.4% | -2.8% | +35.2% | +31.8% |
| YTD | +28.6% | -1.5% | +30.1% | +27.4% |
| 1Y | +37.6% | 0.0% | +37.6% | +35.6% |
| 3Y | +125.5% | -8.4% | +133.9% | +119.4% |
| All | +137.6% | -43.8% | +181.3% | +181.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling