+56.4%
SB price history and return analytics
+12.5%
+43.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.5% | +5.5% | +5.3% |
| 7D | +1.9% | -0.1% | +2.0% | +2.0% |
| 30D | -11.1% | -3.1% | -8.1% | -9.0% |
| 3M | +2.1% | -3.5% | +5.6% | +4.9% |
| 6M | +10.0% | +0.5% | +9.5% | +8.7% |
| YTD | +61.6% | +10.8% | +50.8% | +45.8% |
| 1Y | +56.4% | +11.9% | +44.5% | +40.2% |
| All | +56.4% | +12.5% | +43.9% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling