-41.3%
SBH price history and return analytics
+229.8%
-271.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.1% |
| 7D | -4.4% | -1.1% | -3.3% | -3.1% |
| 30D | -3.7% | -1.0% | -2.7% | -2.5% |
| 3M | +17.7% | +3.2% | +14.5% | +13.1% |
| 6M | +6.9% | +12.5% | -5.6% | -8.2% |
| YTD | +11.9% | +14.1% | -2.1% | -5.7% |
| 1Y | +4.7% | +18.9% | -14.3% | -16.3% |
| 3Y | +68.2% | +74.1% | -5.9% | -15.8% |
| 5Y | -2.2% | +66.9% | -69.1% | -47.8% |
| All | -41.3% | +229.8% | -271.1% | -82.6% |
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