-93.4%
SGLY vs VT
+12.5%
-105.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.1% | -0.5% | +26.6% | +26.5% |
| 7D | +9.4% | -0.1% | +9.6% | +9.9% |
| 30D | -19.4% | -3.1% | -16.4% | -17.4% |
| 3M | -93.2% | -3.5% | -89.7% | -93.0% |
| 6M | -91.0% | +0.5% | -91.5% | -90.9% |
| YTD | -93.5% | +10.8% | -104.3% | -93.9% |
| 1Y | -93.4% | +11.9% | -105.3% | -93.9% |
| All | -93.4% | +12.5% | -105.9% | -93.9% |
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