+18.0%
VTEB vs SBAC
+87.1%
-69.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.9% | +0.2% |
| 7D | -0.9% | -2.1% | +1.2% | -0.8% |
| 30D | -2.5% | +2.0% | -4.5% | -2.6% |
| 3M | -3.0% | -8.3% | +5.3% | -2.6% |
| 6M | -2.1% | +0.3% | -2.4% | -2.3% |
| YTD | -1.5% | -2.2% | +0.7% | -1.6% |
| 1Y | +0.2% | -4.6% | +4.8% | +0.1% |
| 3Y | +8.6% | -8.3% | +16.8% | +8.4% |
| 5Y | +1.2% | -42.8% | +44.0% | +2.8% |
| All | +18.0% | +87.1% | -69.1% | +13.7% |
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