+69.3%
SGRY vs VT
+13.3%
+56.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -1.4% |
| 7D | +15.1% | -0.7% | +15.8% | +15.4% |
| 30D | +87.2% | -1.7% | +89.0% | +89.3% |
| 3M | +77.7% | -2.3% | +80.0% | +80.8% |
| 6M | +93.5% | +1.5% | +91.9% | +89.4% |
| YTD | +72.6% | +12.0% | +60.5% | +53.1% |
| 1Y | +69.3% | +12.9% | +56.5% | +49.3% |
| All | +69.3% | +13.3% | +56.1% | +49.3% |
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