+227.2%
SBFG price history and return analytics
+229.8%
-2.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.5% |
| 7D | -2.8% | -1.1% | -1.7% | -2.3% |
| 30D | +5.1% | -1.0% | +6.0% | +5.6% |
| 3M | +28.3% | +3.2% | +25.1% | +26.1% |
| 6M | +46.0% | +12.5% | +33.5% | +36.9% |
| YTD | +33.6% | +14.1% | +19.5% | +24.3% |
| 1Y | +39.0% | +18.9% | +20.1% | +26.6% |
| 3Y | +121.6% | +74.1% | +47.5% | +63.7% |
| 5Y | +99.2% | +66.9% | +32.4% | +49.6% |
| All | +227.2% | +229.8% | -2.5% | +68.8% |
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