-82.9%
SBIT price history and return analytics
+53.1%
-136.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +2.2% |
| 7D | -4.2% | +1.0% | -5.2% | -1.1% |
| 30D | -34.9% | -0.2% | -34.7% | -35.0% |
| 3M | -40.7% | +4.5% | -45.2% | -31.5% |
| 6M | -36.6% | +14.1% | -50.6% | -3.2% |
| YTD | -15.0% | +14.8% | -29.8% | +36.9% |
| 1Y | +22.1% | +21.2% | +1.0% | +133.9% |
| All | -82.9% | +53.1% | -136.0% | -15.5% |
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