-99.8%
SDST vs VT
+66.2%
-166.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | 0.0% | -10.5% | -10.5% |
| 7D | -55.3% | +0.4% | -55.7% | -55.5% |
| 30D | -73.1% | +1.0% | -74.0% | -73.2% |
| 3M | -92.2% | +2.4% | -94.5% | -92.3% |
| 6M | -95.1% | +12.0% | -107.1% | -95.3% |
| YTD | -94.4% | +15.3% | -109.8% | -94.8% |
| 1Y | -94.5% | +22.6% | -117.1% | -94.9% |
| 3Y | -99.8% | +74.7% | -174.5% | -99.9% |
| All | -99.8% | +66.2% | -166.0% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling