+8.8%
SBXD price history and return analytics
+39.4%
-30.6%
-7.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +0.2% | +1.0% | -0.8% | +0.2% |
| 30D | +0.4% | -0.2% | +0.6% | +0.4% |
| 3M | +0.6% | +4.5% | -3.9% | +0.7% |
| 6M | +1.6% | +14.1% | -12.5% | +1.9% |
| YTD | +2.6% | +14.8% | -12.1% | +2.9% |
| 1Y | +3.6% | +21.2% | -17.6% | +4.0% |
| All | +8.8% | +39.4% | -30.6% | +9.2% |
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