-82.4%
SBIT price history and return analytics
+52.2%
-134.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | +2.0% |
| 7D | +6.8% | -1.1% | +7.9% | +3.6% |
| 30D | -36.3% | -1.0% | -35.3% | -37.7% |
| 3M | -38.3% | +3.2% | -41.5% | -31.5% |
| 6M | -29.7% | +12.5% | -42.2% | +3.0% |
| YTD | -12.4% | +14.1% | -26.4% | +38.8% |
| 1Y | +31.3% | +18.9% | +12.4% | +139.1% |
| All | -82.4% | +52.2% | -134.6% | -14.4% |
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