+6.8%
VRT vs SBAC
-0.1%
+7.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.5% | +9.1% | +9.7% |
| 7D | -10.6% | +3.0% | -13.6% | -9.7% |
| 30D | -17.4% | +4.3% | -21.7% | -16.2% |
| 3M | -26.4% | +4.1% | -30.5% | -25.4% |
| 6M | -41.0% | -11.6% | -29.4% | -38.9% |
| YTD | +23.8% | +0.4% | +23.5% | +28.7% |
| All | +6.8% | -0.1% | +7.0% | +13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling