+90.1%
SB price history and return analytics
+20.4%
+69.6%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.7% | -5.8% |
| 7D | -8.0% | -0.1% | -7.9% | -7.9% |
| 30D | +12.6% | -0.7% | +13.3% | +13.3% |
| 3M | +28.0% | +4.0% | +24.0% | +23.5% |
| 6M | +34.5% | +12.3% | +22.2% | +19.4% |
| YTD | +78.2% | +14.0% | +64.2% | +56.2% |
| 1Y | +90.1% | +20.3% | +69.8% | +60.9% |
| All | +90.1% | +20.4% | +69.6% | +60.9% |
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