+357.9%
SBS price history and return analytics
+63.7%
+294.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +3.3% |
| 7D | +3.7% | -2.0% | +5.7% | +5.2% |
| 30D | +5.8% | -1.4% | +7.2% | +6.8% |
| 3M | -0.7% | +4.7% | -5.5% | -4.1% |
| 6M | -6.6% | +11.4% | -18.0% | -13.6% |
| YTD | +12.1% | +13.1% | -0.9% | +2.9% |
| 1Y | +15.7% | +19.0% | -3.3% | +2.6% |
| 3Y | +144.2% | +73.9% | +70.2% | +65.2% |
| 5Y | +357.9% | +65.4% | +292.5% | +214.3% |
| All | +357.9% | +63.7% | +294.2% | +214.3% |
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