+62.8%
VIG vs SBAC
-45.4%
+108.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.4% | +0.1% |
| 7D | -2.2% | -5.3% | +3.0% | -1.3% |
| 30D | -3.2% | +0.4% | -3.6% | -3.3% |
| 3M | +3.0% | -11.9% | +14.9% | +5.3% |
| 6M | +8.1% | -4.5% | +12.6% | +8.2% |
| YTD | +9.1% | -4.3% | +13.4% | +8.9% |
| 1Y | +12.6% | -3.9% | +16.5% | +12.2% |
| 3Y | +55.4% | -11.0% | +66.4% | +54.6% |
| 5Y | +62.8% | -44.1% | +106.9% | +84.4% |
| All | +62.8% | -45.4% | +108.1% | +84.4% |
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