+118.8%
SBC price history and return analytics
+11.9%
+106.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +37.6% | -0.3% | +37.9% | +37.8% |
| 7D | +45.8% | +2.4% | +43.5% | +43.2% |
| 30D | +40.5% | -1.5% | +42.0% | +42.1% |
| 3M | +130.4% | -4.1% | +134.5% | +136.4% |
| 6M | +127.6% | +0.6% | +127.0% | +127.0% |
| YTD | +70.5% | +11.0% | +59.5% | +52.1% |
| 1Y | +118.8% | +13.3% | +105.4% | +84.1% |
| All | +118.8% | +11.9% | +106.8% | +84.1% |
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