+289.5%
SGHC vs VT
+74.0%
+215.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.2% |
| 7D | +2.5% | +2.4% | +0.1% | -0.1% |
| 30D | +4.7% | -1.5% | +6.2% | +6.1% |
| 3M | -10.7% | -4.1% | -6.6% | -6.7% |
| 6M | -10.1% | +0.6% | -10.7% | -12.1% |
| YTD | -1.4% | +11.0% | -12.4% | -15.6% |
| 1Y | -3.9% | +13.3% | -17.2% | -20.1% |
| 3Y | +289.5% | +73.4% | +216.1% | +59.3% |
| All | +289.5% | +74.0% | +215.5% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling