+586.2%
SFBS price history and return analytics
+235.6%
+350.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.4% |
| 7D | -0.7% | +2.9% | -3.6% | -3.8% |
| 30D | +6.4% | -2.5% | +8.9% | +9.1% |
| 3M | -8.8% | -3.3% | -5.5% | -5.8% |
| 6M | +7.8% | +1.5% | +6.3% | +5.0% |
| YTD | +16.6% | +11.4% | +5.2% | +2.3% |
| 1Y | +17.5% | +11.9% | +5.5% | +2.5% |
| 3Y | +84.1% | +73.9% | +10.2% | +0.6% |
| 5Y | +5.3% | +57.9% | -52.6% | -36.2% |
| 10Y | +202.9% | +222.6% | -19.7% | -11.5% |
| All | +586.2% | +235.6% | +350.6% | +87.3% |
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