+137.5%
SFBC price history and return analytics
+221.4%
-84.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +1.6% | +1.0% | +0.6% | +1.4% |
| 30D | +3.2% | -0.2% | +3.5% | +3.3% |
| 3M | +14.6% | +4.5% | +10.1% | +13.3% |
| 6M | +16.0% | +14.1% | +2.0% | +12.3% |
| YTD | +11.6% | +14.8% | -3.2% | +7.8% |
| 1Y | +4.1% | +21.2% | -17.1% | -0.8% |
| 3Y | +35.3% | +76.6% | -41.3% | +17.3% |
| 5Y | +20.9% | +66.6% | -45.7% | +6.2% |
| 10Y | +137.5% | +222.3% | -84.8% | +67.1% |
| All | +137.5% | +221.4% | -84.0% | +67.1% |
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