-55.8%
SBC price history and return analytics
+112.4%
-168.2%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.8% |
| 7D | +2.8% | -2.0% | +4.8% | +3.4% |
| 30D | +37.5% | -1.4% | +38.9% | +38.1% |
| 3M | +45.7% | +4.7% | +41.0% | +43.3% |
| 6M | +17.3% | +11.4% | +6.0% | +13.0% |
| YTD | +2.1% | +13.1% | -11.0% | -2.1% |
| 1Y | -1.3% | +19.0% | -20.4% | -6.5% |
| 3Y | -58.4% | +73.9% | -132.3% | -62.3% |
| All | -55.8% | +112.4% | -168.2% | -60.4% |
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