+2,545.5%
VRT vs SBAC
+27.5%
+2,518.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.0% | -8.6% | -9.5% |
| 7D | +2.4% | +0.2% | +2.2% | +2.4% |
| 30D | -2.7% | +3.9% | -6.5% | -3.2% |
| 3M | -9.2% | -8.2% | -1.0% | -8.2% |
| 6M | -0.5% | -2.8% | +2.3% | -1.1% |
| YTD | +62.3% | -1.5% | +63.9% | +60.6% |
| 1Y | +109.6% | 0.0% | +109.6% | +106.4% |
| 3Y | +573.1% | -8.4% | +581.5% | +544.8% |
| 5Y | +953.6% | -43.5% | +997.2% | +1,088.7% |
| All | +2,545.5% | +27.5% | +2,518.1% | +2,659.2% |
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