+116.8%
SFBC price history and return analytics
+217.6%
-100.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.1% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +6.6% | -3.1% | +9.6% | +7.3% |
| 3M | -2.5% | -3.5% | +1.0% | -1.8% |
| 6M | +8.4% | +0.5% | +7.9% | +8.0% |
| YTD | +5.2% | +10.8% | -5.6% | +2.3% |
| 1Y | +2.1% | +11.9% | -9.8% | -1.0% |
| 3Y | +29.3% | +73.0% | -43.7% | +12.2% |
| 5Y | +16.2% | +58.6% | -42.4% | +3.1% |
| 10Y | +116.8% | +219.2% | -102.4% | +36.9% |
| All | +116.8% | +217.6% | -100.8% | +36.9% |
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