-95.2%
SGLY vs VT
+10.5%
-105.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.0% | -4.9% |
| 7D | -21.6% | -2.3% | -19.3% | -19.7% |
| 30D | -46.7% | -5.0% | -41.7% | -44.2% |
| 3M | -94.0% | -4.9% | -89.1% | -93.7% |
| 6M | -93.8% | -1.5% | -92.2% | -93.6% |
| YTD | -95.5% | +8.5% | -104.0% | -95.7% |
| 1Y | -95.2% | +11.4% | -106.6% | -95.6% |
| All | -95.2% | +10.5% | -105.7% | -95.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling