+78.0%
SG vs VT
+13.3%
+64.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.6% |
| 7D | +10.7% | -1.6% | +12.3% | +12.4% |
| 30D | +25.4% | -2.5% | +27.9% | +28.3% |
| 3M | +92.7% | -1.3% | +94.0% | +95.1% |
| 6M | +60.7% | +3.1% | +57.6% | +51.2% |
| YTD | +68.8% | +10.9% | +57.9% | +47.6% |
| All | +78.0% | +13.3% | +64.7% | +57.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling