+304.8%
SBS price history and return analytics
+59.8%
+245.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.1% |
| 7D | +7.8% | -0.7% | +8.5% | +8.3% |
| 30D | -26.0% | -1.7% | -24.3% | -25.2% |
| 3M | -1.0% | -2.3% | +1.3% | +0.6% |
| 6M | -20.4% | +1.5% | -22.0% | -21.4% |
| YTD | +5.0% | +12.0% | -7.1% | -3.2% |
| 1Y | -3.8% | +12.9% | -16.6% | -11.7% |
| 3Y | +112.7% | +74.9% | +37.8% | +43.0% |
| 5Y | +304.8% | +59.9% | +244.9% | +190.5% |
| All | +304.8% | +59.8% | +245.1% | +190.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling