+4.1%
SDGR vs VT
+109.4%
-105.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.4% |
| 7D | +9.9% | -2.3% | +12.2% | +13.0% |
| 30D | +9.3% | -5.0% | +14.2% | +17.1% |
| 3M | +67.4% | -4.9% | +72.3% | +79.7% |
| 6M | +129.7% | -1.5% | +131.3% | +136.2% |
| YTD | +66.8% | +8.5% | +58.3% | +51.1% |
| 1Y | +59.9% | +11.4% | +48.5% | +40.4% |
| 3Y | +7.8% | +70.1% | -62.3% | -40.9% |
| 5Y | -47.9% | +53.7% | -101.7% | -67.9% |
| All | +4.1% | +109.4% | -105.3% | -32.5% |
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