-8.4%
SIBN price history and return analytics
+158.8%
-167.2%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.6% |
| 7D | -0.6% | -1.1% | +0.5% | +0.6% |
| 30D | -3.3% | -1.0% | -2.3% | -2.2% |
| 3M | +21.4% | +3.2% | +18.2% | +16.6% |
| 6M | +30.8% | +12.5% | +18.3% | +13.1% |
| YTD | -6.8% | +14.1% | -20.9% | -21.0% |
| 1Y | +12.6% | +18.9% | -6.3% | -9.1% |
| 3Y | -14.9% | +74.1% | -89.0% | -56.1% |
| 5Y | -19.0% | +66.9% | -85.9% | -55.6% |
| All | -8.4% | +158.8% | -167.2% | -67.7% |
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