+174.4%
SBIO price history and return analytics
+229.8%
-55.3%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.9% |
| 7D | -6.5% | -1.1% | -5.4% | -5.2% |
| 30D | -6.6% | -1.0% | -5.6% | -5.5% |
| 3M | +21.5% | +3.2% | +18.3% | +16.8% |
| 6M | +22.4% | +12.5% | +9.9% | +6.2% |
| YTD | +23.6% | +14.1% | +9.5% | +5.4% |
| 1Y | +71.9% | +18.9% | +53.0% | +39.5% |
| 3Y | +119.7% | +74.1% | +45.6% | +13.5% |
| 5Y | +42.3% | +66.9% | -24.6% | -21.6% |
| All | +174.4% | +229.8% | -55.3% | -33.0% |
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 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