+612.0%
SB price history and return analytics
+222.7%
+389.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.7% | -5.6% |
| 7D | -8.0% | -0.1% | -7.9% | -7.8% |
| 30D | +12.6% | -0.7% | +13.3% | +13.6% |
| 3M | +28.0% | +4.0% | +24.0% | +21.5% |
| 6M | +34.5% | +12.3% | +22.2% | +15.1% |
| YTD | +78.2% | +14.0% | +64.2% | +49.7% |
| 1Y | +90.1% | +20.3% | +69.8% | +48.7% |
| 3Y | +208.0% | +75.4% | +132.5% | +43.5% |
| 5Y | +156.0% | +66.0% | +90.1% | +29.6% |
| 10Y | +612.0% | +228.2% | +383.8% | +42.6% |
| All | +612.0% | +222.7% | +389.3% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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