+0.5%
SDGR vs VT
+108.9%
-108.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +6.1% |
| 7D | -4.1% | -4.2% | +0.1% | +1.3% |
| 30D | -0.4% | -5.8% | +5.3% | +8.0% |
| 3M | +75.4% | -5.2% | +80.7% | +89.1% |
| 6M | +123.5% | +0.1% | +123.4% | +124.9% |
| YTD | +60.9% | +8.2% | +52.7% | +46.2% |
| 1Y | +45.5% | +10.1% | +35.4% | +29.7% |
| 3Y | +1.5% | +69.7% | -68.1% | -44.2% |
| 5Y | -49.8% | +53.4% | -103.1% | -68.9% |
| All | +0.5% | +108.9% | -108.4% | -34.6% |
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