+120.3%
SDG vs VT
+217.6%
-97.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.9% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | -0.4% | -3.1% | +2.7% | +2.0% |
| 3M | -4.3% | -3.5% | -0.8% | -1.6% |
| 6M | -3.2% | +0.5% | -3.6% | -3.6% |
| YTD | +4.6% | +10.8% | -6.2% | -3.6% |
| 1Y | +3.0% | +11.9% | -8.9% | -5.9% |
| 3Y | +25.5% | +73.0% | -47.5% | -19.2% |
| 5Y | +0.5% | +58.6% | -58.2% | -31.1% |
| 10Y | +120.3% | +219.2% | -98.9% | -13.7% |
| All | +120.3% | +217.6% | -97.3% | -13.7% |
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