+318.1%
SGHC vs VT
+77.9%
+240.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.2% |
| 7D | +1.2% | +0.4% | +0.8% | +0.7% |
| 30D | +6.7% | +1.0% | +5.7% | +5.5% |
| 3M | +7.7% | +2.4% | +5.3% | +4.1% |
| 6M | +21.9% | +12.0% | +9.9% | +4.3% |
| YTD | +18.0% | +15.3% | +2.7% | -2.9% |
| 1Y | +18.3% | +22.6% | -4.2% | -10.9% |
| All | +318.1% | +77.9% | +240.3% | +82.4% |
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