+119.6%
SDG vs VT
+215.5%
-96.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | +1.5% | -2.3% | +3.8% | +3.4% |
| 30D | -0.1% | -5.0% | +4.9% | +4.0% |
| 3M | -3.3% | -4.9% | +1.6% | +0.6% |
| 6M | -3.3% | -1.5% | -1.8% | -2.1% |
| YTD | +4.7% | +8.5% | -3.8% | -1.9% |
| 1Y | +5.1% | +11.4% | -6.3% | -3.6% |
| 3Y | +22.8% | +70.1% | -47.2% | -19.8% |
| 5Y | +0.2% | +53.7% | -53.5% | -29.6% |
| All | +119.6% | +215.5% | -96.0% | -13.3% |
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 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