+278.1%
SFBS price history and return analytics
+226.9%
+51.2%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.5% | +1.7% |
| 7D | -0.4% | -2.0% | +1.6% | +1.9% |
| 30D | -5.2% | -1.4% | -3.7% | -3.6% |
| 3M | +6.1% | +4.7% | +1.4% | +0.3% |
| 6M | +14.2% | +11.4% | +2.8% | 0.0% |
| YTD | +19.7% | +13.1% | +6.7% | +3.1% |
| 1Y | +2.5% | +19.0% | -16.6% | -16.9% |
| 3Y | +70.2% | +73.9% | -3.8% | -9.1% |
| 5Y | +27.4% | +65.4% | -38.0% | -28.1% |
| All | +278.1% | +226.9% | +51.2% | -2.2% |
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 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