+486.0%
SGHT vs VT
+69.7%
+416.3%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.0% | +2.9% |
| 7D | +8.2% | -2.3% | +10.5% | +11.9% |
| 30D | +19.0% | -5.0% | +24.0% | +29.0% |
| 3M | +42.2% | -4.9% | +47.0% | +53.8% |
| 6M | +134.4% | -1.5% | +136.0% | +136.2% |
| YTD | +27.1% | +8.5% | +18.6% | +7.8% |
| 1Y | +101.6% | +11.4% | +90.2% | +64.3% |
| 3Y | +486.0% | +70.1% | +416.0% | +114.4% |
| All | +486.0% | +69.7% | +416.3% | +114.4% |
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