+128.4%
SB price history and return analytics
+57.4%
+71.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -1.0% |
| 7D | -3.3% | +0.4% | -3.7% | -3.7% |
| 30D | -15.4% | -2.6% | -12.8% | -13.2% |
| 3M | -4.0% | -3.2% | -0.8% | -1.1% |
| 6M | +4.7% | +0.9% | +3.8% | +3.2% |
| YTD | +53.9% | +11.3% | +42.6% | +37.5% |
| 1Y | +55.2% | +14.0% | +41.2% | +35.3% |
| 3Y | +156.0% | +75.8% | +80.1% | +41.7% |
| 5Y | +128.4% | +57.8% | +70.6% | +55.6% |
| All | +128.4% | +57.4% | +71.1% | +55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling