-47.2%
SBC price history and return analytics
+109.1%
-156.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +3.4% |
| 7D | -0.9% | +0.4% | -1.3% | -1.0% |
| 30D | -3.0% | -2.6% | -0.4% | -2.0% |
| 3M | +71.9% | -3.2% | +75.1% | +74.1% |
| 6M | +65.4% | +0.9% | +64.5% | +65.1% |
| YTD | +22.0% | +11.3% | +10.7% | +17.9% |
| 1Y | +67.0% | +14.0% | +53.0% | +60.3% |
| 3Y | -50.7% | +75.8% | -126.5% | -55.0% |
| All | -47.2% | +109.1% | -156.3% | -52.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling