+26.7%
SGHC vs VT
+93.3%
-66.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -2.0% |
| 7D | +6.3% | -2.3% | +8.6% | +8.9% |
| 30D | +0.1% | -5.0% | +5.0% | +5.7% |
| 3M | -12.2% | -4.9% | -7.3% | -7.4% |
| 6M | -11.5% | -1.5% | -9.9% | -11.3% |
| YTD | -3.8% | +8.5% | -12.2% | -14.4% |
| 1Y | -1.8% | +11.4% | -13.2% | -15.4% |
| 3Y | +233.9% | +70.1% | +163.8% | +75.1% |
| 5Y | +14.5% | +53.7% | -39.2% | -38.3% |
| All | +26.7% | +93.3% | -66.6% | -34.8% |
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 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