+360.7%
SBFG price history and return analytics
+356.5%
+4.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.5% |
| 7D | +5.3% | +2.4% | +2.9% | +4.6% |
| 30D | +2.0% | -1.5% | +3.5% | +2.4% |
| 3M | +10.1% | -4.1% | +14.2% | +11.3% |
| 6M | +38.1% | +0.6% | +37.5% | +37.8% |
| YTD | +37.2% | +11.0% | +26.2% | +33.2% |
| 1Y | +44.0% | +13.3% | +30.7% | +39.1% |
| 3Y | +150.2% | +73.4% | +76.8% | +115.8% |
| 5Y | +90.9% | +57.4% | +33.4% | +67.7% |
| 10Y | +212.2% | +221.7% | -9.5% | +137.6% |
| All | +360.7% | +356.5% | +4.2% | +269.9% |
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