+12.8%
SBSW price history and return analytics
+229.8%
-216.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.5% |
| 7D | -2.0% | -1.1% | -0.8% | -0.4% |
| 30D | +17.1% | -1.0% | +18.1% | +19.0% |
| 3M | +28.7% | +3.2% | +25.6% | +24.0% |
| 6M | -7.2% | +12.5% | -19.6% | -19.2% |
| YTD | -9.4% | +14.1% | -23.5% | -21.7% |
| 1Y | +47.6% | +18.9% | +28.7% | +21.1% |
| 3Y | +130.5% | +74.1% | +56.4% | +18.0% |
| 5Y | +8.7% | +66.9% | -58.2% | -41.3% |
| All | +12.8% | +229.8% | -216.9% | -69.8% |
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