-29.9%
SDGR vs VT
+122.6%
-152.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +2.0% | +0.4% | +1.5% | +1.3% |
| 30D | +22.5% | +1.0% | +21.5% | +21.0% |
| 3M | +26.8% | +2.4% | +24.4% | +23.1% |
| 6M | +53.1% | +12.0% | +41.1% | +32.4% |
| YTD | +12.4% | +15.3% | -3.0% | -6.4% |
| 1Y | +5.9% | +22.6% | -16.7% | -17.7% |
| 3Y | -45.3% | +74.7% | -119.9% | -71.2% |
| 5Y | -69.2% | +66.1% | -135.4% | -82.7% |
| All | -29.9% | +122.6% | -152.5% | -58.2% |
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