+54.4%
SGHC vs VT
+105.5%
-51.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.0% |
| 6M | +21.9% | +12.0% | +9.9% | +5.1% |
| YTD | +18.0% | +15.3% | +2.7% | -1.7% |
| 1Y | +18.3% | +22.6% | -4.2% | -9.0% |
| 3Y | +289.0% | +74.7% | +214.3% | +98.9% |
| 5Y | +50.5% | +66.1% | -15.6% | -24.3% |
| All | +54.4% | +105.5% | -51.1% | -25.6% |
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