-30.9%
SBC price history and return analytics
+74.0%
-104.9%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +37.6% | -0.3% | +37.9% | +37.8% |
| 7D | +45.8% | +2.4% | +43.5% | +43.9% |
| 30D | +40.5% | -1.5% | +42.0% | +41.8% |
| 3M | +130.4% | -4.1% | +134.5% | +135.5% |
| 6M | +127.6% | +0.6% | +127.0% | +127.0% |
| YTD | +70.5% | +11.0% | +59.5% | +61.6% |
| 1Y | +118.8% | +13.3% | +105.4% | +105.3% |
| 3Y | -30.9% | +73.4% | -104.3% | -45.4% |
| All | -30.9% | +74.0% | -104.9% | -45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling