+5.8%
SBSW price history and return analytics
+65.7%
-59.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.7% |
| 7D | -2.0% | -1.1% | -0.8% | -0.2% |
| 30D | +17.1% | -1.0% | +18.1% | +19.2% |
| 3M | +28.7% | +3.2% | +25.6% | +23.5% |
| 6M | -7.2% | +12.5% | -19.6% | -20.4% |
| YTD | -9.4% | +14.1% | -23.5% | -22.8% |
| 1Y | +47.6% | +18.9% | +28.7% | +19.1% |
| 3Y | +130.5% | +74.1% | +56.4% | +14.9% |
| All | +5.8% | +65.7% | -59.9% | -47.3% |
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