-100.0%
SBFM price history and return analytics
+69.9%
-169.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -2.5% |
| 7D | -2.7% | -2.0% | -0.7% | -0.1% |
| 30D | -12.2% | -1.4% | -10.8% | -10.6% |
| 3M | -49.5% | +4.7% | -54.3% | -52.3% |
| 6M | -90.9% | +11.4% | -102.3% | -92.1% |
| YTD | -91.2% | +13.1% | -104.3% | -92.5% |
| 1Y | -92.4% | +19.0% | -111.5% | -93.9% |
| 3Y | -100.0% | +73.9% | -173.9% | -100.0% |
| All | -100.0% | +69.9% | -169.9% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling