+372.2%
SBR price history and return analytics
+368.8%
+3.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | 0.0% |
| 7D | -2.1% | -0.1% | -1.9% | -2.0% |
| 30D | +2.9% | -0.7% | +3.6% | +3.3% |
| 3M | -1.1% | +4.0% | -5.1% | -3.7% |
| 6M | +3.0% | +12.3% | -9.3% | -4.6% |
| YTD | +13.2% | +14.0% | -0.8% | +3.8% |
| 1Y | +4.2% | +20.3% | -16.1% | -7.6% |
| 3Y | +44.9% | +75.4% | -30.6% | +1.8% |
| 5Y | +193.2% | +66.0% | +127.2% | +111.1% |
| 10Y | +348.7% | +228.2% | +120.5% | +117.3% |
| All | +372.2% | +368.8% | +3.4% | +54.9% |
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