+543.8%
SFBC price history and return analytics
+345.0%
+198.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | -0.9% |
| 7D | +0.1% | -4.2% | +4.3% | +0.8% |
| 30D | +4.7% | -5.8% | +10.5% | +5.6% |
| 3M | -3.7% | -5.2% | +1.6% | -2.9% |
| 6M | +8.1% | +0.1% | +7.9% | +7.9% |
| YTD | +4.8% | +8.2% | -3.5% | +3.3% |
| 1Y | +2.0% | +10.1% | -8.1% | +0.2% |
| 3Y | +28.9% | +69.7% | -40.7% | +18.1% |
| 5Y | +17.6% | +53.4% | -35.8% | +9.0% |
| 10Y | +120.0% | +219.2% | -99.3% | +81.0% |
| All | +543.8% | +345.0% | +198.9% | +412.0% |
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