+543.3%
SFBC price history and return analytics
+346.0%
+197.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | 0.0% | -2.3% | +2.4% | +0.4% |
| 30D | +3.3% | -5.0% | +8.2% | +4.1% |
| 3M | -3.3% | -4.9% | +1.6% | -2.6% |
| 6M | +7.3% | -1.5% | +8.8% | +7.4% |
| YTD | +4.7% | +8.5% | -3.8% | +3.1% |
| 1Y | +2.0% | +11.4% | -9.3% | +0.1% |
| 3Y | +29.2% | +70.1% | -40.9% | +18.3% |
| 5Y | +17.5% | +53.7% | -36.3% | +8.8% |
| 10Y | +119.8% | +220.0% | -100.2% | +80.8% |
| All | +543.3% | +346.0% | +197.3% | +411.3% |
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