+87.9%
SBTU price history and return analytics
+17.2%
+70.8%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +3.9% |
| 7D | +14.2% | +1.0% | +13.2% | +11.0% |
| 30D | +1,666.7% | -0.2% | +1,666.9% | +1,697.8% |
| 3M | +2,071.7% | +4.5% | +2,067.2% | +1,600.9% |
| 6M | +930.6% | +14.1% | +916.5% | +394.4% |
| YTD | +475.9% | +14.8% | +461.2% | +183.7% |
| All | +87.9% | +17.2% | +70.8% | -16.3% |
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 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